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Matthew Adam Schlueter

OSAIC ADVISORY SERVICES, LLC·ATLANTA, Georgia
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 99TOClean recordOSAIC ADVISORY SERVICES, LLC
2300 WINDY RIDGE PARKWAY, ATLANTA, GA 30339CRD# 2627931Firm CRD# 171070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Adam Schlueter · ATLANTA, GA
Registration
CRD #2627931 · OSAIC ADVISORY SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 55
Series 57TO
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. 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 →
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04

Frequently Asked Questions

What services does Matthew Adam Schlueter offer?
Matthew Adam Schlueter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Matthew Adam Schlueter's credentials?
Matthew Adam Schlueter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Adam Schlueter located?
Matthew Adam Schlueter 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 Matthew Adam Schlueter charge for services?
Matthew Adam Schlueter'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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Other Advisors at OSAIC ADVISORY SERVICES, LLC

Edward Christy Swenson
ATLANTA, GA
James Dale Price
ATLANTA, GA
Amy R Rehn
ATLANTA, GA
David Andrew Schmidt
ATLANTA, GA

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Nearby cities in Georgia
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Research
Advisor Fees in GeorgiaNational Fee Analysis
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