Osaic Services, Inc.
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 133763
- Registered since
- May 26, 2005
Firm profile
FINTRXOverview
Osaic Services, Inc. is organized as a corporation with ownership described as a combination of a domestic entity and an individual. The firm’s public profile in the snapshot is sparse: it is classified as unclassified and is not identified as a capital allocator. Reported activities indicate it does not position itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. No fee structure, client segmentation, or specific advisory activities are provided in the available data.
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 4
Jason Gerb
Chief Regulatory OfficerCRD 3021815

James Price
Chief Executive OfficerCRD 1243224
Daniel Mcgarrigle
Chief Anti-Money Laundering OfficerCRD 6006371
Contacts
3 of 17
Christopher Elardo
Production Support AnalystCRD 5159851

Dori Hammond
Vice PresidentCRD 3259012

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
Similar firms
Osaic Wealth, Inc.
Broker-DealerScottsdale, AZ
Scottsdale Capital Advisors Corporation
Broker-DealerScottsdale, AZ
Martinwolf
Broker-DealerScottsdale, AZ
Fairport Capital, Inc.
Broker-DealerScottsdale, AZ
Benefit Finance Securities, LLC
Broker-DealerScottsdale, AZ
Columbia West Capital, LLC
Broker-DealerScottsdale, AZ