Patrick Scott Harmon
Investment adviser representative at Osaic Wealth, Inc.
19 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
19 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Untersee & Proutey FinancialJan 2018 to now
- Patrick Harmon-mowingJun 2007 to now
- Securities America Advisors, Inc.Jul 2020 to Jun 2024
- Securities America, Inc.Jul 2020 to Jun 2024
- Investacorp Advisory ServicesJan 2018 to Jul 2020
- Investacorp IncJan 2018 to Jul 2020
- Equity Services, Inc.Apr 2012 to Jan 2018
- National Life GroupJun 2011 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6010929
- Firm CRD
- 23131