Andrew Brian Petros
Investment adviser representative at Osaic Wealth, Inc.
14 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
14 years in the industry.
- Osaic Wealth, Inc.Aug 2025 to now
- Pk FinancialSep 2023 to now
- OsaicJan 2024 to Aug 2025
- Thrivent Investment Management Inc.May 2023 to Jun 2023
- Bringhtline LLCMay 2022 to Aug 2022
- Dhl Supply ChainJun 2021 to Jul 2021
- Ohio UniversityAug 2018 to May 2023
- NordoniaAug 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7709824
- Firm CRD
- 23131