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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in West Seneca, NY

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in West Seneca, A to Z.

The short answer

4 registered advisors work at Osaic Wealth, Inc. in West Seneca, out of 7,287 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Osaic Wealth, Inc. advisors in West Seneca, A to Z

Every Osaic Wealth, Inc. advisor →

Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. advisors in other cities

Scottsdale, AZ 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33

Other firms in West Seneca

All West Seneca advisors →

Sgroi Wealth Advisory Group LLC 11LPL Financial LLC 7Pfs Investments Inc. 7Cetera Investment Advisers LLC 5

Questions

How many financial advisors does Osaic Wealth, Inc. have in West Seneca?

4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in West Seneca, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in West Seneca?

Osaic Wealth, Inc. ranks number 5 in West Seneca by registered advisors; Sgroi Wealth Advisory Group LLC has the most, with 11.

How do I check a Osaic Wealth, Inc. advisor in West Seneca?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Osaic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.