AdvisorOS Directory
Claim Profile
Unclaimed Profile
ES

Edward Christy Swenson

OSAIC ADVISORY SERVICES, LLC·ATLANTA, Georgia
SIE, Series 7, Series 63, Series 99TOClean recordOSAIC ADVISORY SERVICES, LLC
2300 WINDY RIDGE PARKWAY, ATLANTA, GA 30339CRD# 4084124Firm CRD# 171070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Christy Swenson · ATLANTA, GA
Registration
CRD #4084124 · OSAIC ADVISORY SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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

Speak with Edward

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Edward Christy Swenson offer?
Edward Christy Swenson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Edward Christy Swenson's credentials?
Edward Christy Swenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Christy Swenson located?
Edward Christy Swenson 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 Edward Christy Swenson charge for services?
Edward Christy Swenson'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at OSAIC ADVISORY SERVICES, LLC

Matthew Adam Schlueter
ATLANTA, GA
James Dale Price
ATLANTA, GA
Amy R Rehn
ATLANTA, GA
David Andrew Schmidt
ATLANTA, GA

More Advisors in ATLANTA, Georgia

Leslie Walden Uddin
AON RETIREMENT PLAN ADVISORS, LLC·ATLANTA, GA
Charles Michael Phillips
SAGE CAPITAL HOLDINGS, LLC·ATLANTA, GA
Helen Howard Prater
FSC SECURITIES CORPORATION·ATLANTA, GA
Lee Antony Jerrum
SAGE CAPITAL HOLDINGS, LLC·ATLANTA, GA
Adam Brett Simon
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC·ATLANTA, GA
Theodore Irving Bowden
SUNTRUST ADVISORY SERVICES, INC.·ATLANTA, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ALPHARETTA (101)MARIETTA (43)ROSWELL (29)DULUTH (28)COLUMBUS (22)ATHENS (22)THOMASVILLE (21)AUGUSTA (19)SAVANNAH (17)NORCROSS (17)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideCOLUMBUS Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile