Brendan Grey Hawes
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.Apr 2026 to now
- Vitucci Integrated PlanningApr 2026 to now
- UnemployedJan 2026 to Apr 2026
- Delicato Family WinesOct 2025 to Jan 2026
- The Odom CorporationOct 2023 to Oct 2025
- Columbia DistributingDec 2021 to Sep 2023
- Zeeks PizzaSep 2021 to Dec 2021
- Associates In Physical TherapyMay 2021 to Aug 2021
- Washington State UniversityDec 2017 to May 2021
- Gubancs PubMay 2017 to Dec 2017
- Linn Benton CcSep 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
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
- 8253211
- Firm CRD
- 23131