Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Sewickley, PA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Sewickley, A to Z.
The short answer
9 registered advisors work at Osaic Wealth, Inc. in Sewickley, out of 7,287 at the firm nationwide; it ranks number 10 in the city by advisors. 3 list the CFP designation and 9 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Sewickley, A to Z
Every Osaic Wealth, Inc. advisor →- Ronald J. BalogAlso a broker rep
- John T. DaleyChartered Financial Consultant · Also a broker rep
- Douglas E. KnableChartered Financial Consultant · Also a broker rep
- John M. KovelCertified Financial Planner · Also a broker rep
- Drew LinarelliAlso a broker rep
- Ralph L. Linarelli Jr.Certified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Kevin P. TatarAlso a broker rep
- Kevin D. TestaCertified Financial Planner · Also a broker rep
- Jonathon WilsonAlso 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 Sewickley
All Sewickley advisors →Morgan Stanley 34Merrill Lynch, Pierce, Fenner & Smith Incorporated 25RBC Capital Markets, LLC 25Bill Few Associates, Inc. 19LPL Financial LLC 19Stratos Wealth Partners, Ltd. 17Fragasso Wealth Advisors 15UBS Financial Services Inc. 11Ameriprise Financial Services, LLC 9Wells Fargo Clearing Services, LLC 9Fifth Third Wealth Advisors LLC 8Kestra Private Wealth Services, LLC 8
Questions
How many financial advisors does Osaic Wealth, Inc. have in Sewickley?
9 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Sewickley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 3 list the CFP designation and 9 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Sewickley?
Osaic Wealth, Inc. ranks number 10 in Sewickley by registered advisors; Morgan Stanley has the most, with 34.
How do I check a Osaic Wealth, Inc. advisor in Sewickley?
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.