Bryan Carroll
Investment adviser representative at Osaic Wealth, Inc.
15 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
15 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- American Portfolios Financial ServicesAug 2021 to Oct 2024
- Avantax Advisory ServicesJul 2021 to Aug 2021
- Avantax Insurance Agency, LLCDec 2016 to Aug 2021
- Twin City Financial Services LLCNov 2016 to Aug 2021
- Avantax Investment Services, Inc.Apr 2015 to Aug 2021
- Robert Carroll CpaApr 2015 to Jul 2021
- Alry Tool & Die Co., Inc.Oct 2011 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2023
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
- 6478669
- Firm CRD
- 23131