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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Katy, TX

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

4 registered advisors work at Osaic Wealth, Inc. in Katy, out of 7,289 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Katy, 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 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 Katy

All Katy advisors →

Strategic Advisers LLC 37Edward Jones 21J.P. Morgan Securities LLC 18LPL Financial LLC 10Merrill Lynch, Pierce, Fenner & Smith Incorporated 9State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 7Ameriprise Financial Services, LLC 6Cambridge Investment Research Advisors, Inc. 6Cetera Investment Advisers LLC 6Encompass Advisory Services, LLC 5Equitable Advisors, LLC 5

Questions

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

4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Katy, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Katy?

Osaic Wealth, Inc. ranks number 13 in Katy by registered advisors; Strategic Advisers LLC has the most, with 37.

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

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.