Diego Hernan Morcillo
Investment adviser representative at Osaic Advisory Services, LLC
15 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 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
15 years in the industry.
- Osaic Advisory Services, LLCJul 2024 to now
- Triad AdvisorsSep 2023 to now
- Triad Hybrid SolutionsSep 2023 to now
- Gs PfmJul 2019 to Sep 2023
- United CapitalOct 2011 to Sep 2023
- United Capital Financial Advisers, LLCOct 2011 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5881630
- Firm CRD
- 171070