Connor Thomas Brien-berks
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.Jul 2026 to now
- MML Investors Services, LLCNov 2025 to Aug 2026
- Massmutual Life Insurance CoNov 2024 to Aug 2026
- Barnum Financial GroupJun 2024 to Aug 2025
- Stonehill CollegeAug 2021 to May 2025
- Poquoy Brook Golf ClubJun 2020 to Jun 2025
- UnemployedSep 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8164656
- Firm CRD
- 23131