Brent Coleman Elliott
Investment adviser representative at Osaic Advisory Services, LLC
20 yearsExperience
20 statesRegistered in
ChFC®Designation
$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
20 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCOct 2019 to now
- Triad Hybrid SolutionsOct 2019 to now
- Green Valley FinancialAug 2006 to now
- Triad AdvisorsOct 2019 to Aug 2024
- Kestra Financial Services, IncApr 2016 to Sep 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 20 states (CO, DE, FL, GA, IL, IN, MD, MI, MS, NC, NJ, NM, NV, OH, OR, PA, SC, TX, VA, WI).
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
- 2294121
- Firm CRD
- 171070