Chase Allan Smith
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Chase Allan Smith? 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
12 years in the industry.
- Rbt Wealth LLCSep 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America AdvisorsOct 2022 to Sep 2024
- Cerity Partners LLCJun 2017 to Oct 2022
- Lebenthal & Co., LLCJul 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5856082
- Firm CRD
- 23131