Michael Thomas Parrott
Investment adviser representative at Osaic Advisory Services, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$15.5BFirm assets
Are you Michael Thomas Parrott? Claim your profile
Contact this firm
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 Advisory Services, LLCMar 2024 to now
- Triad Hybrid SolutionsMar 2024 to now
- Waterway Wealth ManagementApr 2021 to now
- Fidelity Brokerage Services LLCJul 2019 to Apr 2021
- Thornburg Securities CorpJul 2018 to Jul 2019
- FidelityMay 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 6546160
- Firm CRD
- 171070