Gregory Byron Blaisdell
Investment adviser representative at Osaic Wealth, Inc.
18 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
18 years in the industry.
- Osaic Wealth, Inc.Feb 2024 to now
- OsaicNov 2023 to now
- Solutions Brokerage NetworkFeb 2023 to Nov 2023
- Lifemark Securities Corp.Dec 2020 to Sep 2021
- Tandem HeadApr 2019 to Nov 2023
- Cantella & Co.Mar 2019 to Aug 2020
- John HancockNov 2018 to Dec 2018
- John Hancock Distributors LLCNov 2018 to Dec 2018
- Sii JhfnOct 2008 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5156273
- Firm CRD
- 23131