Cody J Mcbride
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.
- Osaic Wealth, Inc.Apr 2025 to now
- Strategic FinancialMay 2024 to now
- Rowan University/studentSep 2023 to May 2024
- FasentalApr 2023 to Sep 2023
- Rowan UniversitySep 2022 to Apr 2023
- Creme De La CremeJun 2022 to Aug 2022
- Ymca of the LakesAug 2021 to May 2022
- UnemployedJan 2015 to Aug 2021
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
- 7947528
- Firm CRD
- 23131