Matthew Shannon Wilson
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
5 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Matthew Shannon Wilson? Claim your profile
Contact this firm
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
11 years in the industry.
- Osaic Wealth, Inc.Mar 2024 to now
- LPL Financial LLCFeb 2018 to Mar 2024
- Invest Financial CorporationFeb 2017 to Feb 2018
- Pruco Securities, LLC.Mar 2015 to Feb 2017
- The Prudential Insurance Company of AmericaMar 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 5 states (AL, CA, FL, GA, NC).
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
- 5294710
- Firm CRD
- 23131