Mark Evan Weinstein
Investment adviser representative at Osaic Wealth, Inc.
15 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
15 years in the industry.
- Osaic Wealth, Inc.Jun 2023 to now
- Royal Alliance Associates, Inc.Jun 2023 to now
- Grove Point Advisors, LLCAug 2021 to Jun 2023
- Grove Point Investments, LLCAug 2021 to Jun 2023
- E*trade Capital Management LLCOct 2020 to Aug 2021
- E*trade Securities LLCOct 2020 to Aug 2021
- Spire Securities LLCJun 2020 to Oct 2020
- LPL Financial LLCSep 2011 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 4737722
- Firm CRD
- 23131