Neal Aaron Slafsky
Investment adviser representative at Osaic Advisory Services, LLC
17 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$15.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCSep 2023 to now
- Triad AdvisorsSep 2023 to Aug 2024
- Triad Hybrid SolutionsSep 2023 to Aug 2024
- Cetera Advisor Networks LLCOct 2017 to Aug 2020
- United Capital Financial Advisers, LLCAug 2009 to Sep 2023
- Girard Securities, Inc.Jul 2009 to Nov 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 3 states (FL, NC, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1448417
- Firm CRD
- 171070