Andrea Marie Trudeau
Investment adviser representative at Osaic Wealth, Inc.
38 yearsExperience
1 stateRegistered in
ChFC®Designation
$234.9BFirm 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
38 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Abd Insurance & Financial Services, Inc.Jul 2012 to now
- Massachusetts Mutual Life Insurance CompJul 1988 to now
- Securities America AdvisorsDec 2016 to Jun 2024
- Securities America, Inc.Dec 2016 to Jun 2024
- Foothill SecuritiesFeb 1999 to Dec 2016
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 1644099
- Firm CRD
- 23131