Bryan Alexis Rendon salazar
Investment adviser representative at Osaic Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$15.5BFirm assets
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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
13 years in the industry.
- Osaic Advisory Services, LLCDec 2025 to now
- Osaic WealthDec 2025 to now
- Servet Wealth ManagementDec 2025 to now
- Fidelity InvestmentsNov 2022 to Oct 2025
- Patterns Behavioral ServicesJul 2022 to Nov 2022
- Chick Fil AFeb 2022 to May 2022
- Sylvan Hills Church of ChristSep 2021 to May 2022
- Buckingham Road Church of ChristMay 2021 to Jul 2021
- Harding UniversitySep 2020 to May 2022
- Buckingham Road Church of ChristMay 2020 to Jul 2020
- Prestoncrest Church of ChristMay 2019 to Jul 2019
- Full Time EducationAug 2018 to May 2022
- Chick Fil AFeb 2018 to Aug 2018
- Full Time EducationAug 2012 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, NY).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 7660669
- Firm CRD
- 171070