Michael Otoole
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Osaic Wealth, Inc.Nov 2025 to now
- Moors Cabot IncDec 2022 to Oct 2025
- Robinhood Markets, IncJun 2022 to Dec 2022
- Robinhood Financial, LLCJul 2020 to Dec 2022
- Living Waters Wellness CenterJun 2019 to Aug 2019
- University of Arizona Residence LifeAug 2017 to May 2020
- University of ArizonaFeb 2017 to May 2018
- Jack In the BoxMay 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 7267940
- Firm CRD
- 23131