Alexander David Winter
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Osaic Wealth, Inc.May 2024 to now
- Beckman Investments SecuritiesAug 2023 to now
- UnemployedNov 2022 to Aug 2023
- Extended TravelSep 2022 to Nov 2022
- Papapavlos Bistro and BarFeb 2022 to Sep 2022
- University of Southern CaliforniaAug 2021 to Jan 2022
- Papapavlos Bistro and BarJul 2020 to Jul 2021
- St. Mary's High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7792281
- Firm CRD
- 23131