Austin Mallery
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.Oct 2024 to now
- Secure Financial CorpJul 2023 to now
- Ventura Oaks VenturesNov 2021 to May 2023
- Kisa EnterprisesApr 2021 to Oct 2021
- UnemployedApr 2020 to Apr 2021
- Utr ManagementApr 2018 to Apr 2020
- UnemployedMay 2017 to Apr 2018
- Central Michigan UniversitySep 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7786108
- Firm CRD
- 23131