Moses Peter Rosario
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.May 2024 to now
- Ashley Furniture CompanyMar 2024 to Jun 2024
- UnemployedJun 2023 to Mar 2024
- The Vanguard Group, Inc.Feb 2022 to Jun 2023
- JP Morgan Chase BankDec 2020 to Jan 2022
- UnemployedOct 2020 to Nov 2020
- PNCDec 2019 to Oct 2020
- UnemployedNov 2019 to Dec 2019
- Home Depot IncSep 2019 to Nov 2019
- UnemployedApr 2019 to Sep 2019
- Wells Fargo Clearing Services LLCMar 2016 to Apr 2019
- Wells Fargo Bank, NADec 2014 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6626862
- Firm CRD
- 23131