Nicholas Jay Morreale
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered 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 2026 to now
- OsaicFeb 2026 to now
- Mystique Sound SolutionsJun 2020 to now
- Elevate ParkingNov 2022 to Feb 2024
- Nicklaus Golf Club At LionsgateOct 2021 to Feb 2022
- The Brass Onion RestaurantOct 2021 to Feb 2022
- San Francisco GiantsJun 2019 to May 2025
- Not EmployedJan 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KS, MN).
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
- 8209905
- Firm CRD
- 23131