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Owen R Corry

Investment adviser representative at Osaic Wealth, Inc.
11 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

11 years in the industry.

  1. Osaic Wealth, Inc.Jun 2025 to now
  2. Janney Montgomery Scott LLCJun 2024 to Jun 2025
  3. New Jersey Institute of TechnologySep 2023 to May 2024
  4. Appraisal Systems Inc.Jun 2023 to Aug 2023
  5. New Jersey Institute of TechnologySep 2022 to May 2023
  6. Appraisal Systems Inc.Jun 2022 to Aug 2022
  7. New Jersey Institute of TechnologySep 2021 to May 2022
  8. Chimney Design SolutionsJun 2021 to Aug 2021
  9. New Jersey Institute of TechnologySep 2020 to May 2021
  10. Appraisal Systems Inc.Jun 2020 to Sep 2020
  11. New Jersey Institute of TechnologySep 2019 to May 2020
  12. Appraisal Systems Inc.Jun 2019 to Sep 2019
  13. Glen Rock High SchoolSep 2015 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
7945136
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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