Crysta
Bloomingdale
Osaic Wealth, Inc
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About this Advisor
Crysta Bloomingdale is a financial advisor based in Greenville, Ohio, working with Osaic Wealth, Inc. Crysta has previously held positions at Financial Achievement Services, Main Street Greenville, Academic Research Resources, and Royal Alliance Associates, Inc. Crysta has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Crysta is part of Osaic Wealth, Inc, which operates out of Greenville, Ohio. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 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 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
$94,557,613,744
6,838
437,201
$216,280
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
Crysta Bloomingdale Work History
Royal Alliance Associates, Inc
Financial Achievement Services
Main Street Greenville
Academic Research Resources
Disclosures
Please visit the SEC profile of Crysta Bloomingdale to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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