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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Newport, RI

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Newport, A to Z.

The short answer

4 registered advisors work at Osaic Wealth, Inc. in Newport, out of 7,287 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Newport, A to Z

Every Osaic Wealth, Inc. advisor →

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 Newport

All Newport advisors →

Morgan Stanley 18Strategic Advisers LLC 6Wells Fargo Clearing Services, LLC 5Young Richard C & Co. Ltd. 5UBS Financial Services Inc. 4Cetera Investment Advisers LLC 3Pallas Capital Advisors, LLC 3

Questions

How many financial advisors does Osaic Wealth, Inc. have in Newport?

4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Newport, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 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 Newport?

Osaic Wealth, Inc. ranks number 5 in Newport by registered advisors; Morgan Stanley has the most, with 18.

How do I check a Osaic Wealth, Inc. advisor in Newport?

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.