Rey Deborja
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Osaic Wealth, Inc.Sep 2026 to now
- Ameriprise Financial Services, LLCSep 2024 to Sep 2026
- Park Avenue SecuritiesApr 2023 to Aug 2024
- Guardian Life Insurance CompanyMar 2023 to Aug 2024
- Pruco Securities, LLC.Dec 2021 to Feb 2023
- Prudential Insurance Company of AmericaDec 2021 to Feb 2023
- Lincoln Financial AdvisorsDec 2016 to Dec 2021
- Cornerstone Financial PartnersNov 2013 to Dec 2016
- Ameritas Investment CorpSep 2013 to Dec 2016
- Ameritas Life Insurance CorpFeb 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4543416
- Firm CRD
- 23131