Christine Amber Morin
Investment adviser representative at Osaic Wealth, Inc.
13 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
13 years in the industry.
- Osaic Wealth, Inc.Feb 2026 to now
- Viridian Financial dba Successful Financial ManagementJan 2026 to now
- Rountree Financial dba Successful Financial ManagementJul 2024 to Jan 2026
- TjxOct 2023 to Jul 2024
- Mount Washington Valley Adult Day CenterNov 2022 to Aug 2023
- Americorps Vista - Intercultural Community CenterNov 2021 to Nov 2022
- Subway RestaurantsJun 2021 to May 2022
- Whole Foods MarketAug 2020 to Mar 2021
- Lamar's DonutsAug 2019 to Apr 2020
- Park Avenue Wine & SpiritsAug 2019 to Apr 2020
- Father Woody's Work Study Program of Regis UniversityAug 2018 to Apr 2020
- Best Western HotelMay 2018 to Aug 2018
- Mccoy's RestaurantSep 2017 to Feb 2018
- Call-a-ranger Work Study Program of Regis UniversitySep 2017 to Dec 2017
- Regis UniversityAug 2017 to May 2021
- Subway RestaurantsJun 2016 to Jul 2017
- Lake Region High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 7943437
- Firm CRD
- 23131