Zachary A Fallas
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Zachary A Fallas? Claim your profile
Contact this firm
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.
- Osaic Wealth, Inc.Mar 2026 to now
- Morgan StanleyJul 2022 to Mar 2026
- Nwf Advisory GroupFeb 2022 to Jun 2022
- Chapman UniversityJan 2020 to May 2022
- Barry's TicketsJun 2019 to Sep 2020
- University of OregonSep 2018 to Dec 2019
- Westco ChemicalsJun 2018 to Sep 2018
- Detoledo High SchoolAug 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7590877
- Firm CRD
- 23131