Unclaimed Profile

Amy R Rehn

OSAIC ADVISORY SERVICES, LLC·ATLANTA, Georgia

OSAIC ADVISORY SERVICES, LLC

2300 WINDY RIDGE PARKWAY, ATLANTA, GA 30339CRD# 5508693Firm CRD# 171070

Profile Verification

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

Identity

Amy R Rehn · ATLANTA, GA

Registration

CRD #5508693 · OSAIC ADVISORY SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

6 disclosures on file · See FINRA BrokerCheck for full record

About

Amy R Rehn is a registered financial advisor based in ATLANTA, Georgia, affiliated with OSAIC ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

OSAIC ADVISORY SERVICES, LLC

AUM

$4.9B

Regulatory assets under management

Employees

2582

Total firm employees

View all advisors at OSAIC ADVISORY SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5508693

Firm CRD# 171070

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy R Rehn offer?

Amy R Rehn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Amy R Rehn's credentials?

Amy R Rehn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy R Rehn located?

Amy R Rehn is based in ATLANTA, Georgia, working with OSAIC ADVISORY SERVICES, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Amy R Rehn charge for services?

Amy R Rehn'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 OSAIC ADVISORY SERVICES, LLC?

OSAIC ADVISORY SERVICES, LLC has approximately 2582 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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