Alexis Tedi romero Neiman
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.Mar 2026 to now
- Fidelity InvestmentsFeb 2024 to Mar 2026
- Vensure (panorays)Sep 2022 to Dec 2023
- PanoraysFeb 2020 to Sep 2022
- Fresh Kitchen (modern Business Associates)Aug 2019 to Dec 2019
- Masa IsraelAug 2018 to Jul 2019
- The University of TampaAug 2015 to Dec 2017
- PublixJun 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6350905
- Firm CRD
- 23131