William Sexton
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you William Sexton? Claim your profile
Contact this firm
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.Mar 2026 to now
- Fidelity InvestmentsApr 2025 to now
- Louison, Costello, Condon & Pfaff, LLPFeb 2023 to Apr 2025
- Capstone PartnersFeb 2022 to Dec 2022
- UberOct 2021 to Oct 2022
- Doordash, Inc.Aug 2021 to Jul 2023
- Milton Hoosic ClubAug 2020 to Jun 2023
- UnemployedMar 2020 to Jul 2020
- Town of MiltonJun 2018 to Sep 2022
- Quarry Hills L.P.Jun 2018 to Sep 2018
- UnemployedFeb 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 8077945
- Firm CRD
- 23131