Mariah Patrizi
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Mariah Patrizi? 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.
- Sagepoint Financial, Inc.Jul 2023 to now
- Financial Freedom GroupMay 2022 to now
- Mariah BorlaugJul 2018 to now
- Osaic Wealth, Inc.Sep 2023 to Sep 2023
- UnitedhealthcareMay 2019 to Feb 2020
- Stafford Country ClubMay 2016 to Oct 2018
- St. John Fisher CollegeSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 6673003
- Firm CRD
- 23131