| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia Ann Hamel Control | President, Interim Chief Operating Officer | Under 5% | 2025 |
| David Andrew Schmidt | Treasurer, Financial And Operations Principal | Under 5% | 2021 |
| James Dale Price Control | Chairman | Under 5% | 2020 |
Osaic Advisory Services, LLC reports $12.5 billion in regulatory assets under management on its Form ADV.
Osaic Advisory Services, LLC reports 2,594 employees.
Osaic Advisory Services, LLC is based in Atlanta, GA and has been SEC-registered since 2014.
Osaic Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2300 Windy Ridge Parkway, Suite 750, Atlanta, GA 30339 |
| Phone | 866-580-8219 |
| Fax | 678-291-9706 |
| Office hours | 9:00 a.m. - 5:00 p.m. Est |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1682267 |
| Discloses disciplinary history | Yes |
| Discretionary | $12.04B |
| Non-discretionary | $425.8M |
| Total (RAUM) | $12.47B |