Nicholas Elie Safi
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Osaic Wealth, Inc.Aug 2023 to now
- Affiliated AdvisorsAug 2023 to now
- JP Morgan Chase Bank, N.A.Sep 2021 to Aug 2023
- JP Morgan Securities LLCSep 2021 to Aug 2023
- Bank of America, N.A.Jun 2019 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Sep 2021
- College of Saint Benedict - Saint John's UniversityAug 2018 to May 2019
- RemaxJun 2018 to Sep 2018
- Bonfe's Plumbing, Heating and AirMay 2017 to Aug 2017
- College of Saint Benedict Grounds Dpt.Nov 2015 to May 2018
- Saint John's UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 7123048
- Firm CRD
- 23131