Kristen Nicole Tricarico
Investment adviser representative at Osaic Wealth, Inc.
12 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
12 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Triad Advisors, LLCMay 2022 to Aug 2024
- Cigar City CrossfitOct 2021 to May 2024
- N/aMar 2019 to May 2022
- Self EmployedMar 2019 to May 2022
- Dance and Circus Arts of TampaNov 2016 to Dec 2017
- Raymond James Financial Services Advisors Inc.Jan 2016 to May 2022
- Raymond James Financial Services, IncSep 2014 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
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
- 6149735
- Firm CRD
- 23131