Xavier J Angel
Investment adviser representative at Osaic Wealth, Inc.
15 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
15 years in the industry.
- New Century Financial GroupNov 2019 to now
- Osaic Wealth, Inc.Nov 2019 to now
- MassmutualAug 2011 to Nov 2019
- MML Investors Services LLCAug 2011 to Nov 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
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
- 4492385
- Firm CRD
- 23131