Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Newtown, PA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Newtown, A to Z.
The short answer
7 registered advisors work at Osaic Wealth, Inc. in Newtown, out of 7,287 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Newtown, A to Z
Every Osaic Wealth, Inc. advisor →- Neil J. AhearnAlso a broker rep
- Marc ButlerAlso a broker rep
- Barry D. GessnerAlso a broker rep
- Heidi S. HirshAlso a broker rep
- William M. PaliscaAlso a broker rep
- Alexander J. PetsisCertified Financial Planner · Also a broker rep
- Anthony PetsisChartered 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 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 Newtown
All Newtown advisors →UBS Financial Services Inc. 18Main Street Financial Solutions, LLC 17Raymond James & Associates, Inc. 16Cambridge Investment Research Advisors, Inc. 12Insight Advisors, LLC 9Rockefeller Capital Management 9Edward Jones 6Innova Wealth Partners, LLC 6Lri Investments 6Pw Nova Financial Services LLC 6Brick & Kyle Associates Inc. 5Great Valley Advisor Group, LLC 5
Questions
How many financial advisors does Osaic Wealth, Inc. have in Newtown?
7 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Newtown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Newtown?
Osaic Wealth, Inc. ranks number 7 in Newtown by registered advisors; UBS Financial Services Inc. has the most, with 18.
How do I check a Osaic Wealth, Inc. advisor in Newtown?
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.