Unclaimed Profile

Christopher Edward Osmond

CCG WEALTH MANAGEMENT, LLC·SAN DIEGO, California

Series 6, Series 7, Series 63Clean record9 years registeredCCG WEALTH MANAGEMENT, LLC

12255 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 4841700Firm CRD# 296985

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Edward Osmond · SAN DIEGO, CA

Registration

CRD #4841700 · CCG WEALTH MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

FIFTH THIRD WEALTH ADVISORS LLC

Jul 2025 – present

CENTURA WEALTH ADVISORY

Mar 2022 – Jul 2025

St. Augustine, FL

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Jul 2017 – Aug 2021

OVERLAND PARK, KS

LAWING FINANCIAL INC

Mar 2017 – Oct 2017

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · March 1, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CCG WEALTH MANAGEMENT, LLC

CRD 296985 · SEC 801-113284

AUM

$643M

Regulatory assets under management

Employees

1,425 client accounts

Services offered by CCG WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CCG WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Edward Osmond offer?

Christopher Edward Osmond specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Christopher Edward Osmond's credentials?

Christopher Edward Osmond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Edward Osmond located?

Christopher Edward Osmond is based in SAN DIEGO, California, working with CCG WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Christopher Edward Osmond charge for services?

Christopher Edward Osmond's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCG WEALTH MANAGEMENT, LLC?

CCG WEALTH MANAGEMENT, LLC has approximately 39 employees and manages $643M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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