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Matthew Adam Schlueter

OSAIC ADVISORY SERVICES, LLC·ATLANTA, Georgia
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2300 WINDY RIDGE PARKWAY, ATLANTA, GA 30339CRD# 2627931Firm CRD# 171070
01

About

Matthew Adam Schlueter 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OSAIC ADVISORY SERVICES, LLC
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2627931
Firm CRD# 171070
6 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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