Josh Schechter
Investment adviser representative at Osaic Wealth, Inc.
16 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
16 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Triad Advisors LLCMar 2022 to now
- Raymond James & Associates, Inc.Jan 2020 to Mar 2022
- Raymond James Financial Services Advisors Inc.Nov 2017 to Mar 2022
- Raymond James Financial Services, Inc.Oct 2017 to Mar 2022
- Raymond James & Associates Inc.May 2010 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5316474
- Firm CRD
- 23131