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Charles Dominic dayer Wild

Osaic Wealth, Inc.

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About Charles Dominic dayer Wild

Charles Wild is a financial advisor with over 20 years of experience in the financial services industry. Charles is registered with Osaic Wealth, Inc. and is also licensed to sell fixed insurance products. Charles has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Charles has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals.

Firm Information

Charles Wild is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Wild’s Registration & Firm History

CT

07/22/2019 - Present

Osaic Wealth, Inc. (OLD GREENWICH CT)

CT

02/14/2018 - 06/17/2019

LPL FINANCIAL LLC (NORWALK CT)

CT

10/19/2010 - 02/14/2018

INVEST FINANCIAL CORPORATION (NORWALK CT)

NJ

05/10/2010 - 10/19/2010

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

CT

09/04/2009 - 04/28/2010

TRANSAMERICA FINANCIAL ADVISORS, INC (DANBURY CT)

CT

04/17/2008 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (DANBURY CT)

NJ

01/10/2008 - 04/01/2008

JEFFERSON PILOT SECURITIES CORPORATION (OAKLAND NJ)

NY

10/16/2001 - 10/17/2007

PARK AVENUE SECURITIES LLC (RYE BROOK NY)

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Licenses & Designations

IA

Issued 06/24/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Dominic dayer Wild.
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