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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Chapel Hill, NC

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

The short answer

3 registered advisors work at Osaic Wealth, Inc. in Chapel Hill, out of 7,289 at the firm nationwide; it ranks number 23 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Chapel Hill, 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 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 Chapel Hill

All Chapel Hill advisors →

Morgan Stanley 35Wells Fargo Clearing Services, LLC 31Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Franklin Street Advisors Inc. 13LPL Financial LLC 12Hilltop Wealth Advisors, LLC 10Edward Jones 9Strategic Advisers LLC 9UBS Financial Services Inc. 8Charles Schwab & Co., Inc. 7Eton Advisors 7Old Peak Finance 6

Questions

How many financial advisors does Osaic Wealth, Inc. have in Chapel Hill?

3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Chapel Hill, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Chapel Hill?

Osaic Wealth, Inc. ranks number 23 in Chapel Hill by registered advisors; Morgan Stanley has the most, with 35.

How do I check a Osaic Wealth, Inc. advisor in Chapel Hill?

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.