Max Joaquin Molina
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.Sep 2024 to now
- CarmaxAug 2023 to Sep 2024
- Ups StoreNov 2022 to Jan 2023
- AutozoneSep 2022 to Dec 2022
- Five BelowJun 2022 to Aug 2022
- Papa John'sJun 2021 to Aug 2021
- Montgomery FinancialJun 2021 to Jun 2021
- PostmatesApr 2020 to Aug 2020
- Bucca Di BeppoMar 2019 to Jul 2019
- Thai PavilionApr 2018 to Aug 2018
- SchoolDec 2014 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7793499
- Firm CRD
- 23131