Morgan Callahan Golich
Investment adviser representative at Osaic Advisory Services, LLC
8 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 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
8 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCJan 2024 to now
- Triad Hybrid SolutionsJan 2024 to now
- Triad AdvisorsJan 2024 to Aug 2024
- Cetera Advisors LLCSep 2022 to Jan 2024
- Cetera Investment Advisers LLCSep 2021 to Jan 2024
- Sageview Advisory Group, LLCSep 2021 to Jan 2024
- First Allied Securities, Inc.Jan 2018 to Sep 2022
- First Allied Advisory Services, IncJan 2018 to Sep 2021
- SiiJun 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6671800
- Firm CRD
- 171070