Noah Daniel Richardson
Investment adviser representative at Osaic Wealth, Inc.
12 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
12 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Henegan Financial ServicesJun 2024 to now
- SheetzJun 2022 to May 2024
- Full Time EducationOct 2021 to May 2022
- Dollar GeneralJun 2021 to Sep 2021
- Full Time EducationOct 2020 to May 2021
- Tursky TavernAug 2020 to Sep 2020
- UnemployedOct 2018 to Jul 2020
- Eagles Nest PizzaJul 2018 to Sep 2018
- UnemployedAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7751734
- Firm CRD
- 23131