Alisa Anne Zelaya-perez
Investment adviser representative at Osaic Wealth, Inc.
18 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
18 years in the industry.
- Osaic Wealth, Inc.Apr 2025 to now
- Cetera Investment Advisers LLCJun 2019 to Apr 2025
- Cetera Investment Services LLCJun 2019 to Apr 2025
- Foresters Advisory Services LLCFeb 2014 to Jun 2019
- Foresters FinancialApr 2009 to Jun 2019
- Pan American Heath ServiceJan 2008 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 5663900
- Firm CRD
- 23131