Matthew Craig Hall
Investment adviser representative at Osaic Wealth, Inc.
5 yearsExperience
3 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
5 years in the industry.
- Osaic Wealth, Inc.Oct 2020 to now
- Lifetime Asset Management, LLCJan 2020 to now
- Commonwealth Financial NetworkJan 2020 to Aug 2020
- Bb&tJan 2019 to Jan 2020
- BbtisJan 2018 to Jan 2020
- BbtsecJan 2018 to Jan 2020
- Bb&t BankJan 2018 to Jan 2019
- UnemployedNov 2017 to Jan 2018
- UBS Financial Services IncNov 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (NC, TX, VA).
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
- 6395478
- Firm CRD
- 23131