Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Exton, PA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Exton, A to Z.
12 registered advisors work at Osaic Wealth, Inc. in Exton, out of 7,289 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 12 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Exton, A to Z
Every Osaic Wealth, Inc. advisor →- Ashley BlackAlso a broker rep
- Francis J. CapriottiCertified Financial Planner · Also a broker rep
- John G. KaneAlso a broker rep
- Kevin J. McDermottAlso a broker rep
- Kelley L. MeagherAlso a broker rep
- Brandon W. MoyerAlso a broker rep
- Andrew T. NortonAlso a broker rep
- Amanda C. PeabodyAlso a broker rep
- Stacy J. PfizenmayerCertified Financial Planner · Also a broker rep
- Norma A. Romero-MitchellAlso a broker rep
- Tammy A. TaschAlso a broker rep
- Thomas WagnerAlso 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 Exton
All Exton advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Ameriprise Financial Services, LLC 16Strategic Advisers LLC 14MML Investors Services, LLC 13Raymond James Financial Services Advisors, Inc. 9Td Private Client Wealth LLC 7LPL Financial LLC 5Wealthcare Advisory Partners LLC 5Wells Fargo Advisors Financial Network, LLC 5Commonwealth Financial Network 4Hornor, Townsend & Kent, LLC 4Independent Financial Group, LLC 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Exton?
12 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Exton, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 12 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Exton?
Osaic Wealth, Inc. ranks number 5 in Exton by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 30.
How do I check a Osaic Wealth, Inc. advisor in Exton?
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.