Brennan Joseph Baize
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Osaic Wealth, Inc.Dec 2022 to now
- Baize Financial ConceptsDec 2022 to now
- Royal Alliance Associates, Inc.Dec 2022 to Aug 2023
- Park Avenue Securities LLCAug 2022 to Dec 2022
- Guardian Life Insurance Company of AmericaJan 2022 to Dec 2022
- Florida Gulf Coast UniversityAug 2021 to Jan 2022
- Scotlynn USA DivisionMay 2021 to Aug 2021
- Florida Gulf Coast UniversityMar 2021 to May 2021
- ShiptMar 2020 to Mar 2021
- Florida Gulf Coast UniversityAug 2019 to Mar 2020
- The Players Club At Woodland TrailsMay 2019 to Aug 2019
- Florida Gulf Coast UniversityMay 2018 to May 2019
- Baize Financial ConceptsAug 2017 to May 2018
- Yorktown Community SchoolsJan 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7559834
- Firm CRD
- 23131