Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Monroeville, PA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Monroeville, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Monroeville, out of 7,289 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Monroeville, A to Z
Every Osaic Wealth, Inc. advisor →- Ronald T. LoprestiAlso a broker rep
- Jeffrey K. RuffingAlso a broker rep
- Richard J. Smith Jr.Also a broker rep
- Jonathan C. WeissAlso 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 Monroeville
All Monroeville advisors →Citizens Securities, Inc. 18Ameriprise Financial Services, LLC 13Morgan Stanley 9LPL Financial LLC 8Cetera Investment Advisers LLC 6Raymond James & Associates, Inc. 6PNC Wealth Management LLC 5Marion Wealth Management 4Northwestern Mutual Investment Services, LLC 4Ae Wealth Management, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Monroeville?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Monroeville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Monroeville?
Osaic Wealth, Inc. ranks number 10 in Monroeville by registered advisors; Citizens Securities, Inc. has the most, with 18.
How do I check a Osaic Wealth, Inc. advisor in Monroeville?
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.