Christopher Zaccheaus Chiles
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.Mar 2025 to now
- Five Star BankFeb 2022 to now
- Pruco Securities LLCNov 2023 to Apr 2024
- Bath and Body WorksNov 2021 to Feb 2022
- UnemployedFeb 2021 to Nov 2021
- HSBCFeb 2020 to Feb 2021
- Dunn TireSep 2018 to Feb 2020
- UnemployedMay 2018 to Sep 2018
- HillsideSep 2017 to May 2018
- MML Investors ServicesOct 2016 to Oct 2017
- MassmutualSep 2016 to Sep 2017
- G4sJun 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2024
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
- 6549927
- Firm CRD
- 23131