Nicholas A Garry
Investment adviser representative at Osaic Wealth, Inc.
21 yearsExperience
13 statesRegistered in
PFSDesignation
$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
21 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Garry Associates, LLPDec 2005 to now
- New York Life Insurance CompanyAug 2005 to now
- American Portfolios Financial ServicesOct 2010 to Oct 2024
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 13 states (AK, CA, CT, FL, LA, MI, MN, ND, OR, SC, SD, 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
- 5020445
- Firm CRD
- 23131