Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Bellevue, WA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Bellevue, A to Z.
8 registered advisors work at Osaic Wealth, Inc. in Bellevue, out of 7,289 at the firm nationwide; it ranks number 42 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Bellevue, A to Z
Every Osaic Wealth, Inc. advisor →- Steven T. BealsAlso a broker rep
- Shawn E. ContentoAlso a broker rep
- Thomas E. FowlerAlso a broker rep
- Daniel GaoAlso a broker rep
- Chad P. ParmenterCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Maico SantosInvestment adviser rep
- Joshua D. SwayneAlso a broker rep
- Kyle J. TempleCertified Financial Planner · Also 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 Bellevue
All Bellevue advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 91Coldstream Wealth Management 78Equitable Advisors, LLC 77UBS Financial Services Inc. 65Ameriprise Financial Services, LLC 52Morgan Stanley 48Strategic Advisers LLC 41Transamerica Financial Advisors, LLC 36LPL Financial LLC 34Charles Schwab & Co., Inc. 30Scs 29
Questions
How many financial advisors does Osaic Wealth, Inc. have in Bellevue?
8 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Bellevue?
Osaic Wealth, Inc. ranks number 42 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a Osaic Wealth, Inc. advisor in Bellevue?
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.