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Stephen Colville Graeme

OSMOSIS INVESTMENT MANAGEMENT US LLC·WEXFORD, Pennsylvania
Clean recordOSMOSIS INVESTMENT MANAGEMENT US LLC
103 BRADFORD ROAD, WEXFORD, PA 15090CRD# 2596763Firm CRD# 283049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Colville Graeme · WEXFORD, PA
Registration
CRD #2596763 · OSMOSIS INVESTMENT MANAGEMENT US LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Colville Graeme is a registered financial advisor based in WEXFORD, Pennsylvania, affiliated with OSMOSIS INVESTMENT MANAGEMENT US LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
OSMOSIS INVESTMENT MANAGEMENT US LLC
OSMOSIS INVESTMENT MANAGEMENT US LLC
AUM
$426M
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at OSMOSIS INVESTMENT MANAGEMENT US LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2596763
Firm CRD# 283049
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Colville Graeme offer?
Stephen Colville Graeme specializes in Retirement Planning, Wealth Management. Contact their office in WEXFORD, Pennsylvania for a consultation.
What are Stephen Colville Graeme's credentials?
Stephen Colville Graeme is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Colville Graeme located?
Stephen Colville Graeme is based in WEXFORD, Pennsylvania, working with OSMOSIS INVESTMENT MANAGEMENT US LLC. Their office serves clients in the WEXFORD metropolitan area and surrounding communities.
How does Stephen Colville Graeme charge for services?
Stephen Colville Graeme's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OSMOSIS INVESTMENT MANAGEMENT US LLC?
OSMOSIS INVESTMENT MANAGEMENT US LLC has approximately 36 employees and manages $426M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OSMOSIS INVESTMENT MANAGEMENT US LLC

Andrew Frederic Harmer
WEXFORD, PA
Saad Nma Rashid
WEXFORD, PA

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Research
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