Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Williamsville, NY
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Williamsville, A to Z.
The short answer
26 registered advisors work at Osaic Wealth, Inc. in Williamsville, out of 7,289 at the firm nationwide; it ranks number 5 in the city by advisors. 4 list the CFP designation and 26 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Williamsville, A to Z
Every Osaic Wealth, Inc. advisor →- Thomas J. AldrichAlso a broker rep
- Thomas Aldrich IIIAlso a broker rep
- Jeffrey AndruschatAlso a broker rep
- Michael J. ArenaAlso a broker rep
- Jodie L. BorlaugAlso a broker rep
- Anthony V. BurgioAlso a broker rep
- Robert P. BurgioAlso a broker rep
- Mark R. CryanAlso a broker rep
- Michael F. CuratoloAlso a broker rep
- Richard N. Fichter Jr.Also a broker rep
- Steven D. GoodwinAlso a broker rep
- James M. HonakerCertified Financial Planner · Also a broker rep
- Peter J. JanikAlso a broker rep
- Mary N. KuehnAlso a broker rep
- Robert L. OatesAlso a broker rep
- John J. PennaAlso a broker rep
- Robert A. Peterson Jr.Certified Financial Planner · Also a broker rep
- Leonard J. PiconeCertified Financial Planner · Also a broker rep
- Joseph E. PiegayAlso a broker rep
- Gregory P. PoleonAlso a broker rep
- Joseph S. PortoAlso a broker rep
- Colette M. SafyAlso a broker rep
- Valerie L. StanekCertified Financial Planner · Also a broker rep
- Hannah Z. Stanek-ChuAlso a broker rep
- Bryan E. TenneyAlso a broker rep
- Randy D. TothChartered Financial Analyst · Also a broker rep
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 298Omaha, NE 54Raleigh, NC 51San Diego, CA 49Houston, TX 47Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33
Other firms in Williamsville
All Williamsville advisors →Equitable Advisors, LLC 95LPL Financial LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Morgan Stanley 28RBC Capital Markets, LLC 21Wells Fargo Clearing Services, LLC 21Wny Asset Management, LLC 21Ameriprise Financial Services, LLC 20Independent Solutions Wealth Management, LLC 20LPL Enterprise, LLC 14Valic Financial Advisors, Inc. 13Cetera Investment Advisers LLC 8
Questions
How many financial advisors does Osaic Wealth, Inc. have in Williamsville?
26 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Williamsville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 4 list the CFP designation and 26 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Williamsville?
Osaic Wealth, Inc. ranks number 5 in Williamsville by registered advisors; Equitable Advisors, LLC has the most, with 95.
How do I check a Osaic Wealth, Inc. advisor in Williamsville?
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.