Philip Jacob Salib
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered 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.Mar 2025 to now
- Cuso Financial Services, LPJan 2020 to Mar 2025
- First Commonwealth Federal Credit UnionOct 2019 to Oct 2019
- UnemployedAug 2019 to Oct 2019
- Rea.deeming BeautyJun 2019 to Aug 2019
- UnemployedDec 2018 to Jun 2019
- Trinity SolarSep 2018 to Dec 2018
- StarbucksApr 2018 to Sep 2018
- Amc TheatersDec 2016 to Apr 2018
- UnemployedDec 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7221664
- Firm CRD
- 23131