Stephon
Briganti-Ortiz
Osaic Wealth, Inc
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About this Advisor
Stephon Briganti-Ortiz is a financial advisor based in Irvine, California, working with Osaic Wealth, Inc. Stephon has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Outfront Media, Ashley Homestore, New York Life, Lexus Of Englewood, Montclair State Unv, Planned Companies, Signal Hill Subs, Boost Health Insurance, S W Corporation, Massive Dollar Plus LLC, Pizza Paramus Inc, Elmore Toyota, Uber, Bank Of America, N.A, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Stoneledge Furniture, LLC, and Osaic Wealth, Inc. Stephon has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Stephon is part of Osaic Wealth, Inc, which operates out of Irvine, California. The firm has 3,791 offices and 8,717 employees. Osaic Wealth, Inc manages assets totaling $200.3 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$200,266,275,275
8,717
797,559
$251,099
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Stephon Briganti-Ortiz Work History
Osaic Wealth, Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Outfront Media
Ashley Homestore
Signal Hill Subs
Bank Of America, N.A
Stoneledge Furniture, LLC
New York Life
Boost Health Insurance
Elmore Toyota
S W Corporation
Massive Dollar Plus LLC
Planned Companies
Lexus Of Englewood
Montclair State Unv
Pizza Paramus Inc
Uber
Disclosures
Please visit the SEC profile of Stephon Briganti-Ortiz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Wealth, Inc
Raleigh, NC
Manhasset, NY
Newbury Park, CA
San Ramon, CA
Scottsdale, AZ
Scottsdale, AZ
Haddon Heights, NJ
Carmel, IN
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