Derek Michael Tryder
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Royal Alliance Associates, Inc.Jan 2023 to now
- Gwfs Equities, IncDec 2019 to Dec 2022
- UnemployedJun 2019 to Dec 2019
- John Hancock Distributors LLCJun 2017 to Jun 2019
- Putnam InvestmentsDec 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, MA).
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
- 6375418
- Firm CRD
- 23131