Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Yardley, PA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Yardley, A to Z.
12 registered advisors work at Osaic Wealth, Inc. in Yardley, out of 7,289 at the firm nationwide; it ranks number 5 in the city by advisors. 6 list the CFP designation and 12 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Yardley, A to Z
Every Osaic Wealth, Inc. advisor →- Jenna BreslinAlso a broker rep
- Cody P. ColvilleAlso a broker rep
- Andrew B. ConnollyCertified Financial Planner · Also a broker rep
- Bryan J. ConnollyCertified Financial Planner · Also a broker rep
- Scott D. EdelmanAlso a broker rep
- Anita D. GrossmanAlso a broker rep
- Paul KlimkowskiCertified Financial Planner · Also a broker rep
- George J. McClearyAlso a broker rep
- Neal G. ObertoCertified Financial Planner · Also a broker rep
- James R. PotokaCertified Financial Planner · Also a broker rep
- Casey A. StartzellCertified Financial Planner · Also a broker rep
- Dustin SullivanAlso 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 Yardley
All Yardley advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 54Stifel, Nicolaus & Company, Incorporated 22Janney Montgomery Scott LLC 18Morgan Stanley 14Wells Fargo Clearing Services, LLC 10LPL Financial LLC 8Charles Schwab & Co., Inc. 6Commonwealth Financial Network 6Cordatus Wealth Management LLC 6Ventura Wealth Management 6Attleboro Wealth Management LLC 5The Estate Planners Group 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Yardley?
12 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Yardley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 6 list the CFP designation and 12 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Yardley?
Osaic Wealth, Inc. ranks number 5 in Yardley by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 54.
How do I check a Osaic Wealth, Inc. advisor in Yardley?
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.