Emily Thien-giao Mccusker
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.Oct 2023 to now
- Atchley Financial GroupOct 2021 to now
- Bizzy Bee ServicesAug 2022 to Nov 2022
- Goodale & Barbieri CompanySep 2021 to Oct 2021
- UnemployedJul 2021 to Sep 2021
- Tunnel Property ManagementJul 2020 to Jul 2021
- Hometown Property ManagementFeb 2018 to Aug 2020
- QualfonNov 2017 to Feb 2018
- Texas RoadhouseJun 2017 to Nov 2017
- PetcoFeb 2017 to May 2017
- Toma Restaurant & BarOct 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7451491
- Firm CRD
- 23131