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Alec Watercutter

Investment adviser representative at Osaic Wealth, Inc.
12 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

12 years in the industry.

  1. Osaic Wealth, Inc.May 2026 to now
  2. OsaicAug 2024 to now
  3. Self- EmployedAug 2022 to May 2024
  4. UnemployedAug 2021 to May 2022
  5. Star Bank/financialMay 2021 to Aug 2021
  6. UnemployedAug 2020 to May 2021
  7. Cap n CorkJun 2020 to Aug 2020
  8. Elite Window CleaningMay 2020 to Sep 2022
  9. Unemployed- Sophomore Year At Indiana UniversityAug 2019 to Jun 2020
  10. Cap n CorkMay 2019 to Aug 2019
  11. UnemployedAug 2018 to May 2019
  12. Cap N Cork Liquor StoreNov 2017 to Aug 2018
  13. Unemployed/studentAug 2014 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (IN).

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
7544244
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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