Anthony Brodeur
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.Mar 2025 to now
- Paradigm WealthJan 2025 to now
- Tremont Sporting Co.Oct 2024 to Jan 2025
- All Access GteAug 2023 to Oct 2024
- Brodeur Hockey SchoolSep 2020 to Aug 2023
- StudentMay 2020 to Sep 2020
- Johnny FarinasMay 2018 to Nov 2018
- University of OttawaJul 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8030467
- Firm CRD
- 23131