Cecile Elisabeth Hult
Investment adviser representative at Osaic Advisory Services, LLC
18 yearsExperience
25 statesRegistered in
CFP® certificationDesignation
$15.5BFirm assets
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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.Aug 2024 to now
- Osaic Advisory Services, LLCMay 2019 to now
- Triad Hybrid SolutionsMay 2019 to now
- Triad AdvisorsMay 2019 to Aug 2024
- Spire Investment PartnersApr 2008 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 25 states (AZ, CA, CO, DC, DE, FL, IL, IN, LA, MA, MD, MI, MO, MS, NC, NH, NJ, NM, NY, OH, PA, SC, TX, VA, VI).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 5563127
- Firm CRD
- 171070