Trevor Smith
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.Feb 2025 to now
- Cambridge Investment Research Advisors, inc.Jan 2024 to Feb 2025
- Rfg Advisory, LLC dba Sixpoint Financial PartnersJul 2023 to Jan 2024
- Cambridge Investment Research Advisors, Inc.Sep 2022 to Apr 2023
- Cambridge Investment Research, Inc.Jul 2022 to Feb 2025
- Ortho Clinical DiagnosticsApr 2022 to Jan 2024
- CoopervisionFeb 2020 to Apr 2022
- The Bonadio GroupJan 2017 to Feb 2020
- Frontier Abstract and Research Services, Inc.Dec 2015 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7603767
- Firm CRD
- 23131