Nathaniel Mccullough
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Osaic Wealth, Inc.Dec 2024 to now
- OsaicDec 2024 to now
- Veteran Small Business LLCJan 2024 to now
- J.P. Morgan Securities LLCMay 2022 to Dec 2024
- JPMorgan Chase Bank, N.A.May 2022 to Dec 2024
- UnemployedFeb 2022 to Apr 2022
- Hunan Institute of EngineeringJan 2020 to Jan 2022
- Rst English FranchiseJun 2016 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 7562249
- Firm CRD
- 23131