David Richard Bailey
Investment adviser representative at Osaic Wealth, Inc.
12 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
12 years in the industry.
- Osaic Wealth, Inc.Jun 2025 to now
- Redbridge FinancialJan 2017 to now
- Ameritas Advisory Services, LLCNov 2021 to Jun 2025
- Ameritas Investment CorpJan 2018 to Jun 2025
- Ameritas Life Insurance CorpOct 2017 to Jun 2025
- Oneamerica SecuritiesJun 2017 to Dec 2017
- American United LifeMay 2017 to Dec 2017
- MML Investors ServicesSep 2014 to May 2017
- Mass Mutual Life Insurance CompanyAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5028735
- Firm CRD
- 23131