Aaron Brett Sexton
Investment adviser representative at Osaic Institutions, Inc.
20 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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
20 years in the industry.
- Nationalbankshares, Inc dba Nbb WealthSep 2026 to now
- Osaic Institutions, Inc.Sep 2026 to now
- Galax City Public SchoolsMay 2021 to now
- Edward JonesAug 2026 to Sep 2026
- Osaic Institutions, Inc. (formerly Infinex Investments, Inc.)Jun 2008 to Aug 2026
- The Audio LabMay 2007 to Dec 2021
- Nationalbankshares, Inc dba Nbb Wealth ManagementMar 2006 to Aug 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (VA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 4405402
- Firm CRD
- 35371