Garrett Rohrbaugh
Investment adviser representative at Osaic Advisory Services, LLC
27 yearsExperience
4 statesRegistered 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
27 years in the industry.
- Osaic WealthMar 2025 to now
- Osaic Advisory Services, LLCOct 2020 to now
- Triad AdvisorsOct 2020 to Mar 2025
- Triad Hybrid SolutionsOct 2020 to Apr 2021
- Wealthcare Advisory Partners, LLCApr 2018 to Oct 2020
- UnemployedDec 2017 to Apr 2018
- Shenandoah UniversityAug 2017 to Dec 2017
- Frederick Co Va GovNov 2016 to Aug 2017
- StudentJan 1999 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 4 states (MD, NC, PA, TX).
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
- 6943108
- Firm CRD
- 171070