Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Allentown, PA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Allentown, A to Z.
The short answer
15 registered advisors work at Osaic Wealth, Inc. in Allentown, out of 7,287 at the firm nationwide; it ranks number 8 in the city by advisors. 6 list the CFP designation and 15 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Allentown, A to Z
Every Osaic Wealth, Inc. advisor →- Eric BoyleCertified Financial Planner · Also a broker rep
- Joseph A. BritaAlso a broker rep
- Frank T. ColangeloAlso a broker rep
- David M. EllowitchCertified Financial Planner · Also a broker rep
- Matthew A. FunkCertified Financial Planner · Also a broker rep
- Glenn A. GraffAlso a broker rep
- Frederick L. Kleinhenz Jr.Certified Financial Planner · Also a broker rep
- Jason M. LamendolaAlso a broker rep
- Bryan T. PojanowskiAlso a broker rep
- John M. RimmChartered Financial Consultant · Also a broker rep
- Philip J. SalibAlso a broker rep
- Robert K. SpringerCertified Financial Planner · Also a broker rep
- James R. SteckelCertified Financial Planner · Also a broker rep
- Emrich M. Stellar Jr.Chartered Financial Consultant · Also a broker rep
- Emrich M. Stellar IIIAlso 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 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 Allentown
All Allentown advisors →Wells Fargo Clearing Services, LLC 52Morgan Stanley 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 30MML Investors Services, LLC 20Pfs Investments Inc. 20Ameriprise Financial Services, LLC 19Captrust 17Raymond James & Associates, Inc. 12Truist Advisory Services, Inc. 11LPL Financial LLC 10Global Retirement Partners LLC 7Janney Montgomery Scott LLC 7
Questions
How many financial advisors does Osaic Wealth, Inc. have in Allentown?
15 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Allentown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 6 list the CFP designation and 15 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Allentown?
Osaic Wealth, Inc. ranks number 8 in Allentown by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 52.
How do I check a Osaic Wealth, Inc. advisor in Allentown?
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.