Richard Louis Beneduci
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Osaic Wealth, Inc.Dec 2024 to now
- B. Riley Wealth AdvisorsOct 2022 to Dec 2024
- B. Riley Wealth ManagementJul 2022 to Dec 2024
- National Asset ManagementMar 2021 to Jul 2022
- National Securities CorporationMar 2021 to Jul 2022
- Winslow, Evans & Crocker, Inc.Oct 2018 to Mar 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to Oct 2018
- Morgan StanleyJun 2013 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 5948280
- Firm CRD
- 23131