Alix Brooke Gollomp
Investment adviser representative at Osaic Wealth, Inc.
13 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
13 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- OsaicNov 2023 to now
- Morgan Stanley Private Bank, N.A.Sep 2019 to Nov 2023
- Morgan Stanley Smith Barney LLCAug 2019 to Nov 2023
- UBS Financial Services, Inc.Jan 2019 to Aug 2019
- Morgan Stanley Smith Barney LLCNov 2017 to Dec 2018
- YelpAug 2017 to Nov 2017
- University of Maryland, College ParkAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 6343974
- Firm CRD
- 23131