Maico Santos
Investment adviser representative at Osaic Wealth, Inc.
15 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
15 years in the industry.
- Osaic Wealth, Inc.Dec 2025 to now
- Brighton JonesMay 2023 to Dec 2025
- Washington State University- Carson College of BusinessJan 2023 to May 2023
- University of Stirling, ScotlandSep 2022 to Dec 2022
- Mcdonald's of Yakima and Kittitas CountyJun 2022 to Aug 2022
- Washington State University- Carson College of BusinessSep 2021 to May 2022
- UnemployedMay 2021 to Aug 2021
- Yakima Valley CollegeAug 2019 to May 2021
- Wells Fargo BankSep 2017 to Apr 2021
- Mcdonald's of Yakima and Kittitas CountyJul 2011 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7759768
- Firm CRD
- 23131