Parker Austin Cleveland
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial AdvisorsApr 2024 to Jan 2025
- UnemployedDec 2023 to Apr 2024
- Jhp Wealth Management, LLCMay 2021 to Dec 2023
- Corex Portfolios, LLCJul 2020 to Oct 2023
- UnemployedMar 2020 to Jul 2020
- Cherry Hills Investment Advisors, Inc.Jan 2017 to Apr 2017
- Private Capital ManagementAug 2015 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6404184
- Firm CRD
- 23131