Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Philadelphia, PA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Philadelphia, A to Z.
The short answer
3 registered advisors work at Osaic Wealth, Inc. in Philadelphia, out of 7,289 at the firm nationwide; it ranks number 52 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Philadelphia, A to Z
Every Osaic Wealth, Inc. advisor →- Salvatore FusaroAlso a broker rep
- Jared M. SchwarzCertified Financial Planner · Also a broker rep
- Jared R. WeissCertified Financial Planner · 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 Philadelphia
All Philadelphia advisors →J.P. Morgan Securities LLC 134Janney Montgomery Scott LLC 110Wells Fargo Clearing Services, LLC 83Merrill Lynch, Pierce, Fenner & Smith Incorporated 82Morgan Stanley 67UBS Financial Services Inc. 61Florida Financial Advisors, LLC 59Strategic Advisers LLC 54Bryn Mawr Trust Advisors, LLC 34Mycio Wealth Partners, LLC 34RBC Capital Markets, LLC 32Tiaa-Cref Individual & Institutional Services, LLC 28
Questions
How many financial advisors does Osaic Wealth, Inc. have in Philadelphia?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Philadelphia, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Philadelphia?
Osaic Wealth, Inc. ranks number 52 in Philadelphia by registered advisors; J.P. Morgan Securities LLC has the most, with 134.
How do I check a Osaic Wealth, Inc. advisor in Philadelphia?
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.