Louis Robert Hery
Investment adviser representative at Osaic Advisory Services, LLC
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$15.5BFirm assets
Are you Louis Robert Hery? Claim your profile
Contact this firm
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
10 years in the industry.
- Osaic Advisory Services, LLCOct 2024 to now
- Osaic Wealth, Inc.Oct 2024 to now
- American Portfolios Advisors, Inc.Aug 2019 to Oct 2024
- American Portfolios Financial Services, Inc.Aug 2019 to Oct 2024
- Raymond James Financial Services Advisors Inc.Oct 2016 to Aug 2019
- Raymond James Financial Services, Inc.Oct 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, NJ, TX).
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
- 3223145
- Firm CRD
- 171070