Cody James Steele
Investment adviser representative at Osaic Wealth, Inc.
16 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Cody James Steele? 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
16 years in the industry.
- Osaic Wealth, Inc.Jan 2026 to now
- Momentum Value PartnersJun 2025 to now
- James Marco Steele MdApr 2020 to Jun 2025
- MacrostieFeb 2019 to Apr 2020
- UnemployedFeb 2018 to Feb 2019
- Selby Tasting RoomJul 2017 to Feb 2018
- StudentSep 2010 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8116572
- Firm CRD
- 23131