Patrick Tantoco
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
3 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
13 years in the industry.
- Osaic Wealth, Inc.Mar 2019 to now
- MML Investors Services, LLCMar 2017 to Mar 2019
- Massmutual Life Insurance CoDec 2016 to Mar 2019
- Msi Financial Services, IncDec 2016 to Mar 2017
- Independent Financial GroupApr 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (FL, HI, 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
- 5249850
- Firm CRD
- 23131