Antonio Escobedo
Investment adviser representative at Osaic Wealth, Inc.
8 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Antonio Escobedo? Claim your profile
Contact this firm
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
8 years in the industry.
- Osaic Wealth, Inc.Sep 2022 to now
- Royal Alliance Associates, Inc.Sep 2022 to now
- Thrivent FinancialJan 2022 to Sep 2022
- Thrivent Investment Management IncDec 2021 to Sep 2022
- Sonora CdjrFeb 2021 to Nov 2021
- Csu StanislausAug 2020 to Jun 2021
- Mueller Services Inc.Aug 2020 to Feb 2021
- UnemploymentFeb 2020 to Aug 2020
- Regal CinemasNov 2018 to Feb 2020
- UnemploymentJun 2018 to Nov 2018
- Summerville Union High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7467388
- Firm CRD
- 23131