Maurice Idor Clein
Investment adviser representative at Osaic Wealth, Inc.
35 yearsExperience
9 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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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
35 years in the industry.
- Liberty Capital Strategists, Inc.Jan 2022 to now
- Osaic Wealth, Inc.Jan 2001 to now
- Liberty Capital Management Inc,Dec 1999 to now
- Financial Progressions GroupMar 1991 to now
- Royal Alliance Associates, Inc.Feb 1991 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 9 states (CA, FL, GA, MT, NE, NJ, NV, PA, TX).
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
- 2127736
- Firm CRD
- 23131