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OSAIC ADVISORY SERVICES, LLC
OSAIC ADVISORY SERVICES, LLC
ATLANTA, Georgia
·
7 registered advisors
·
CRD# 171070
SEC# 801-80075
155
866-580-8219
01
Firm Overview
AUM
$4.9B
Regulatory assets under management
Employees
2582
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at OSAIC ADVISORY SERVICES, LLC
7 registered advisors
Amy R Rehn
ATLANTA, Georgia
CRD# 5508693
David Andrew Schmidt
ATLANTA, Georgia
CRD# 2099154
Edward Christy Swenson
ATLANTA, Georgia
CRD# 4084124
Iryna Yakovlevna Northrip
ATLANTA, Georgia
CRD# 6466657
James Dale Price
ATLANTA, Georgia
CRD# 1243224
Matthew Adam Schlueter
ATLANTA, Georgia
CRD# 2627931
Milton Ralph Berlinski
ATLANTA, Georgia
CRD# 1710939
05
Office Locations
ATLANTA, Georgia
7 advisors
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Data sourced from SEC Form ADV filings. OSAIC ADVISORY SERVICES, LLC (CRD# 171070) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.