firm profile
Osaic Advisory Services, LLC
Overview
Osaic Advisory Services, LLC is an SEC registered investment adviser based in Atlanta, GA, registered since 2014. It reports $15.5B in assets under management across 50,459 accounts, with 2,180 employees. It has 289 investment adviser representatives.
- Reported AUM
- $15.5B
- Discretionary
- 98%
- Accounts
- 50,459
- Average account
- $307K
- Employees
- 2,180
- Advisory reps
- 289
- Registered since
- 2014
- Jurisdictions
- 53
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- Cynthia Ann Hamel President, Interim Chief Operating Officer CRD 3014361
- Christopher Mills Mitchell Corporate Treasurer, Financial Principal CRD 2420144
- James Dale Price Chairman CRD 1243224
2 more executive officers, with direct contact details
Advisory reps 3 of 289
- Chad A Abel Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2692648
- James Christopher Aiello Investment Adviser Rep CRD 1763863
- Mary Grace Ales Registered Rep · Investment Adviser Rep CRD 6599458
286 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2300 Windy Ridge Pkwy SE Ste 750
Atlanta, GA 30339 - County
- Cobb
- Metro area
- Atlanta-Sandy Springs-Alpharetta, GA
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: bluewaterswealth.com
Every state, with registration dates
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