Cameron Anthony Egan
Investment adviser representative at Osaic Wealth, Inc.
15 yearsExperience
4 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
15 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- Guardian Life Insurance CompanySep 2021 to now
- Park Avenue SecuritiesSep 2021 to now
- S.P. General Carpentry ContractingSep 2020 to now
- Jet Plumbing and HeatingMay 2020 to Aug 2020
- UBS Financial ServicesOct 2019 to Mar 2020
- Lacrosse UnlimitedSep 2019 to Mar 2020
- Jet Plumbing and HeatingJul 2019 to Aug 2019
- UnemployedMay 2019 to Jul 2019
- Lacrosse UnlimitedOct 2018 to May 2019
- Mainstone FarmMay 2018 to Aug 2018
- Bentley UniversityAug 2017 to May 2018
- Mainstone FarmJun 2017 to Aug 2017
- Waltham Public SchoolSep 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, NC, NH).
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
- 7180667
- Firm CRD
- 23131