Benjamin Elliott Tannarome
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.Jul 2024 to now
- Phillips and CompanyJan 2024 to Apr 2024
- Cetera Investment Advisers LLCDec 2021 to Jan 2024
- Cetera Investment Services LLCMay 2021 to Jan 2024
- Equitable Advisors, LLCSep 2020 to Apr 2021
- UnemployedApr 2020 to Aug 2020
- Hotel DeluxeSep 2019 to Mar 2020
- Mccormick's & SchmicksJun 2017 to Sep 2019
- Old Spaghetti FactoryAug 2016 to Jun 2017
- Portland State UniversityMar 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7289240
- Firm CRD
- 23131