Ryan T Chester
Investment adviser representative at Osaic Wealth, Inc.
18 yearsExperience
2 statesRegistered 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.Jul 2025 to now
- Osaic Wealth/highland CapitalMar 2025 to now
- Bga InsuranceMar 2014 to now
- Smoqued Bbq Orange LLCJan 2012 to now
- The Rub Company, Inc.Jan 2008 to now
- The Leaders Group, Inc.Mar 2019 to May 2025
- Cetera Advisors Network LLCJul 2015 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (AL, CA).
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
- 5219905
- Firm CRD
- 23131