Brandon Scott Katz
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America AdvisorsFeb 2020 to Jun 2024
- Securities America, Inc.Jul 2018 to Jun 2024
- Cooper Financial GroupJul 2018 to Feb 2020
- Westpac Wealth Partners - Guardian LifeJan 2018 to Jul 2018
- MML Investors ServicesOct 2017 to Jan 2018
- Massmutual Life Insurance CompanyAug 2017 to Jan 2018
- ScottradeDec 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 5742209
- Firm CRD
- 23131