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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Sugar Land, TX

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

The short answer

7 registered advisors work at Osaic Wealth, Inc. in Sugar Land, out of 7,289 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Sugar Land, 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 Sugar Land

All Sugar Land advisors →

Strategic Advisers LLC 27J.P. Morgan Securities LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 22LPL Financial LLC 20Ameriprise Financial Services, LLC 18Morgan Stanley 18UBS Financial Services Inc. 14Wells Fargo Clearing Services, LLC 13Edward Jones 11Wells Fargo Advisors Financial Network, LLC 10Lincoln Investment 9Rwm Capital, LLC 9

Questions

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

7 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Sugar Land, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 13 in Sugar Land by registered advisors; Strategic Advisers LLC has the most, with 27.

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

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.