Thomas Henry Gallardo
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
3 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Thomas Henry Gallardo? 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
12 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Triad AdvisorsAug 2022 to Aug 2024
- Triad Hybrid SolutionsAug 2022 to Aug 2024
- Lincoln Financial AdvisorsJun 2019 to Jul 2022
- Due SouthMar 2019 to Jul 2019
- UnemployedDec 2018 to Mar 2019
- Strategic Wealth AdvisorsDec 2015 to Sep 2018
- University of Texas At El PasoAug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (AZ, FL, TX).
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
- 6594255
- Firm CRD
- 23131