Nicholas Purcell
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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
13 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial AdvisorsFeb 2023 to Jan 2025
- Heritage Financial Consultants, LLC.Jan 2022 to Feb 2023
- AflacJun 2021 to Aug 2021
- Premium Merchant FundingJun 2020 to Aug 2020
- Morgan StanleyDec 2019 to Jan 2020
- Morgan StanleyMay 2019 to Aug 2019
- Towson UniversityAug 2018 to May 2022
- That Pizza PlaceMar 2018 to Aug 2018
- General Douglas Macarthur High SchoolSep 2014 to Jun 2018
- Catholic Youth Organization SportsNov 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7113702
- Firm CRD
- 23131