Unclaimed Profile

Amy R Rehn

OSAIC ADVISORY SERVICES, LLC·ATLANTA, Georgia

SIE, Series 7, Series 65, Series 66, Series 99TOClean record11 years registeredOSAIC 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 · 11 years registered

Brand Profile

Not yet started

Career History

CETERA ADVISORS LLC

May 2024 – present

CETERA FINANCIAL SPECIALISTS LLC

May 2024 – present

CETERA INVESTMENT SERVICES LLC

May 2024 – present

CETERA INVESTMENT ADVISERS LLC

Apr 2024 – present

CETERA WEALTH SERVICES, LLC

Apr 2024 – present

TRIAD ADVISORS, LLC

Jun 2015 – Apr 2024

ATLANTA, GA

OSAIC ADVISORY SERVICES, LLC

Jun 2015 – Apr 2024

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Series 99TO

Registration record

First registered · June 9, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OSAIC ADVISORY SERVICES, LLC

CRD 171070 · SEC 801-80075

AUM

$4.9B

Regulatory assets under management

Employees

2,582

20,269 client accounts

Services offered by OSAIC ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OSAIC ADVISORY SERVICES, LLC →

Introduction

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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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