Hussien Garrett Aspaas-montoya
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 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
10 years in the industry.
- Osaic Wealth, Inc.Sep 2023 to now
- Ironbridge WcApr 2021 to now
- Sagepoint Financial, Inc.Jul 2022 to Sep 2023
- Bentley UniversitySep 2019 to Jul 2021
- Bentley UniversitySep 2018 to Aug 2019
- Casa BlancaMay 2017 to Aug 2018
- NAJan 2017 to Apr 2017
- Haskell Indian Nations UniversityOct 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
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
- 7362674
- Firm CRD
- 23131