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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Erie, PA

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

The short answer

8 registered advisors work at Osaic Wealth, Inc. in Erie, out of 7,289 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Erie, 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 Erie

All Erie advisors →

Equitable Advisors, LLC 26LPL Financial LLC 23Hbks Wealth Advisors 19Ameriprise Financial Services, LLC 14Edward Jones 12Merrill Lynch, Pierce, Fenner & Smith Incorporated 12One-Up Financial 9Cetera Investment Advisers LLC 7PNC Wealth Management LLC 7RBC Capital Markets, LLC 6Wells Fargo Clearing Services, LLC 6Bankers Life Advisory Services, Inc. 5

Questions

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

8 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Erie, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 9 in Erie by registered advisors; Equitable Advisors, LLC has the most, with 26.

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

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.