Matthew Oliver Riskin
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.Jan 2026 to now
- Equitable Advisors, LLCJul 2024 to Dec 2025
- UnemployedMay 2024 to Jul 2024
- Limekiln Real EstateJun 2023 to Aug 2023
- Virtu FinancialJun 2022 to Aug 2022
- Express IncMay 2021 to Aug 2021
- Tulane UniversityAug 2020 to May 2024
- Millburn High SchoolSep 2016 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7966185
- Firm CRD
- 23131