Mark Isagani Bailey
Investment adviser representative at Osaic Wealth, Inc.
14 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
14 years in the industry.
- Osaic Wealth, Inc.Mar 2025 to now
- Purshe Kaplan Sterling InvestmentsFeb 2021 to Dec 2022
- Intergrated Advisors NetworkJan 2021 to Mar 2025
- Select Wealth AdvisersMar 2020 to Mar 2025
- Cambridge Investment ResearchMar 2020 to Feb 2021
- Cambridge Investment Research Advisors, Inc.Feb 2020 to Feb 2021
- Pr Wealth Management Group, Inc.Oct 2017 to Jul 2019
- Cambridge Investment Research, Inc.Jun 2017 to Oct 2017
- Legacy Wealth Management GroupMay 2017 to Feb 2020
- MML Investors Services LLCSep 2012 to Jun 2017
- Massmutual Life Insurance CompanyMar 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2020
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
- 6040900
- Firm CRD
- 23131