Matthew Abramo
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Campas Legacy Planning, Inc.Apr 2022 to now
- University of Texas, AustinJul 2024 to May 2025
- Woodbury Financial Services IncSep 2023 to Jan 2024
- Pike EngineeringJul 2021 to Apr 2022
- UnemployedMar 2021 to Jul 2021
- Pacific Gas and Electric CompanyMar 2020 to Mar 2021
- Paxon Energy & InfrastructureJul 2019 to Mar 2020
- Shaw Security ManagementFeb 2017 to Jul 2019
- University of California, BerkeleyJun 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, SC).
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
- 7542448
- Firm CRD
- 23131