Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Westlake, OH
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Westlake, A to Z.
The short answer
6 registered advisors work at Osaic Wealth, Inc. in Westlake, out of 7,289 at the firm nationwide; it ranks number 17 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Westlake, A to Z
Every Osaic Wealth, Inc. advisor →- Robert B. HirshAlso a broker rep
- James P. JumpAlso a broker rep
- Bryan R. KranekAlso a broker rep
- Anthony J. McDavidAlso a broker rep
- Rebecca S. MurphyChartered Financial Consultant · Also a broker rep
- Nathan B. WilmotCertified Financial Planner, Chartered Financial Consultant · 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 Westlake
All Westlake advisors →Prosperity Capital Advisors 32UBS Financial Services Inc. 25Morgan Stanley 22Strategic Advisers LLC 20Raymond James & Associates, Inc. 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 18RBC Capital Markets, LLC 18Ameriprise Financial Services, LLC 14Charles Schwab & Co., Inc. 13Wells Fargo Clearing Services, LLC 13Raymond James Financial Services Advisors, Inc. 12Cambridge Investment Research Advisors, Inc. 11
Questions
How many financial advisors does Osaic Wealth, Inc. have in Westlake?
6 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Westlake, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Westlake?
Osaic Wealth, Inc. ranks number 17 in Westlake by registered advisors; Prosperity Capital Advisors has the most, with 32.
How do I check a Osaic Wealth, Inc. advisor in Westlake?
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.