Steven Bruce Whittemore
Investment adviser representative at Osaic Wealth, Inc.
9 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
9 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Fairport Central School DistrictAug 2023 to now
- Securities America AdvisorsApr 2024 to Jun 2024
- Securities America, Inc.Oct 2023 to Jun 2024
- UnemployedJul 2023 to Oct 2023
- Hornell YmcaJun 2018 to Jul 2018
- Arkport Central School DistrictAug 2017 to Jun 2023
- International House of PancakesJul 2017 to Aug 2017
- Panera BreadApr 2017 to Aug 2017
- Fleet Feet SportsOct 2015 to Apr 2017
- Niagara UniversityAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7792847
- Firm CRD
- 23131