Claire Gracie
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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
11 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Osaic Fa, IncNov 2024 to Jan 2025
- J.P. Morgan Securities LLCFeb 2023 to Oct 2024
- JPMorgan Chase Bank, N.A.Feb 2023 to Oct 2024
- UBS Financial Services Inc.Feb 2022 to Feb 2023
- JPMorganAug 2019 to Feb 2022
- UnemployedJun 2019 to Jul 2019
- Old Chicago/wadsNov 2018 to May 2019
- JPMorganJun 2018 to Aug 2018
- Urban Outfitters/anthropologieApr 2018 to Oct 2018
- California Pizza KitchenMay 2016 to Dec 2017
- Banditos Tex Mex Cantina/ Up PlazaJan 2016 to Apr 2018
- SmuAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7497200
- Firm CRD
- 23131