Ching-kai David Fei
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Woodbury Financial Services IncJun 2022 to Jan 2024
- Ez Federal Benefits EducationMar 2019 to Jun 2022
- Federal Employee Benefit Advocates, LLCJan 2019 to Jun 2022
- UbreakifixAug 2018 to Jul 2021
- Profeds/fedimpactJul 2018 to Mar 2019
- Raymond James Financial Services Advisors Inc.Mar 2018 to Jun 2022
- Lee Sipe and AssociatesDec 2017 to Jun 2022
- Raymond James Financial ServicesDec 2017 to Jun 2022
- Charles Schwab & Co., Inc.Apr 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
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
- 4526874
- Firm CRD
- 23131