Christopher T. Cudeyro
Investment adviser representative at Osaic Wealth, Inc.
16 yearsExperience
3 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
16 years in the industry.
- Osaic Wealth, Inc.Feb 2025 to now
- Strategic FinancialFeb 2025 to now
- JPMorgan Chase Bank NADec 2021 to Feb 2025
- JPMorgan Securities LLCDec 2021 to Feb 2025
- UnemployedJul 2021 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2020 to Jun 2021
- AmazonJun 2019 to Dec 2019
- Allstate InsuranceSep 2018 to Feb 2020
- Jordano ElectricMay 2018 to Jul 2018
- Rowan CollegeSep 2017 to May 2019
- Party CityJul 2015 to May 2018
- UnemployedAug 2010 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, 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
- 7225379
- Firm CRD
- 23131