OSAIC SERVICES, INC.
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 133763
- Registered since
- May 26, 2005
Firm profile
FINTRXOverview
Osaic Services, Inc. is recorded as a corporate-structured SEC-registered advisory entity first registered in 2005. The firm is listed as owned by a domestic entity and/or individual and is classified in the dataset as "unclassified." The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not supply descriptive detail on the firm's client segments, fee schedules, or specific advisory business activities, so public-facing operational detail is limited in this source.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities42%
- Cash & Cash Equivalents7%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 4JAMES PRICE
Chief Executive OfficerCRD 1243224
SCOTT SEIFFERT
Chief Accounting OfficerCRD 5332544
DANIEL MCGARRIGLE
Chief Anti-Money Laundering OfficerCRD 6006371
Contacts
3 of 18WILLIAM FEILER
Senior Vice PresidentCRD 2231688
CHRISTOPHER ELARDO
Production Support AnalystCRD 5159851
LESLIE AYERS
Senior Vice PresidentCRD 4127168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 18700 N Hayden Rd
- Time zone
- MT (UTC-7)
- Office locations
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