Rachel M. Wood
Investment adviser representative at Osaic Wealth, Inc.
28 yearsExperience
3 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
28 years in the industry.
- Osaic Wealth, Inc.Sep 2025 to now
- OsaicAug 2025 to now
- Virtus Wealth SolutionsJul 2020 to now
- Commonwealth Financial NetworkJul 2020 to Aug 2025
- MassmutualMar 2017 to Jul 2020
- MML Investors Services, LLCMar 2017 to Jul 2020
- Msi Financial Services, Inc.Nov 1998 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, WV).
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
- 2932784
- Firm CRD
- 23131