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Dustin Tylor Aiguier

Investment adviser representative at Osaic Wealth, Inc.
18 yearsExperience
6 statesRegistered in
CFP® certification, ChFC®Designations
$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

18 years in the industry.

  1. Osaic Wealth, Inc.Oct 2024 to now
  2. Cape Cod Wealth Stategies & Insurance Services, LLCNov 2008 to now
  3. American Portfolios Financial Services, Inc.Nov 2015 to Oct 2024

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005

State registrations

Registered as an investment adviser representative in 6 states (AR, CA, FL, MA, RI, 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
4872987
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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