Allison
Ardingo

Osaic Advisory Services, LLC

CRD#6513810
Investment Advisor
in Troy, MI

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About this Advisor

Allison Ardingo is a financial advisor based in Troy, Michigan, working with Osaic Advisory Services, LLC. Allison has previously held positions at J.P. Morgan Securities LLC, Chase Bank, Jpmorgan Chase Bank, First Allied Securities, Inc, Cetera Investment Advisers LLC, Cetera Advisors LLC, Triad Advisors, and Triad Hybrid Solutions. Allison has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Allison is part of Osaic Advisory Services, LLC, which operates out of Troy, Michigan. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 E Big Beaver Ste 102
Troy, MI 48083

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Osaic Advisory Services, LLC Brokerage Details

Total Assets Under Management

$4,938,711,328

MI Average: $3,570,121,308
Total Number of Employees

2,582

MI Average: 58
Total Number of Accounts

20,269

MI Average: 1,608
Average Account Size

$243,658

MI Average: $2,220,225

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

Allison Ardingo Work History

2023 - Present (1 year)

Triad Advisors

2023 - Present (1 year)

Triad Hybrid Solutions

2022 - 2022 (< 1 year)

First Allied Securities, Inc

2022 - 2023 (1 year)

Cetera Investment Advisers LLC

2022 - 2023 (1 year)

Cetera Advisors LLC

2020 - 2022 (2 years)

Jpmorgan Chase Bank

2015 - 2020 (5 years)

J.P. Morgan Securities LLC

2010 - 2015 (5 years)

Chase Bank

Disclosures

Please visit the SEC profile of Allison Ardingo 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 Advisory Services, LLC

Olivia Burke
Atlanta, GA
Kasia Medlar
Atlanta, GA
Thomas Gallardo
Atlanta, GA
Rachael Holcomb
Knoxville, TN
Jason Iannantuono
Allentown, PA
Brian Lueker
Allentown, PA
Lorne Bycoff
New York, NY
Yisen Cai
Newport Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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