Alan Scott Meckler
Investment adviser representative at Osaic Wealth, Inc.
38 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
- Cornerstone Financial Group, Inc.Aug 1988 to now
- Securities America AdvisorsOct 2018 to Jun 2024
- Securities America, Inc.Oct 2018 to Jun 2024
- Hornor Townsend & Kent IncJan 2002 to Oct 2018
- Penn Mutual Life Ins CoJan 2002 to Oct 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
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
- 2332410
- Firm CRD
- 23131