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Christopher Todd Chilcoat

Osaic Wealth, Inc.

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About Christopher Todd Chilcoat

Christopher Chilcoat is a financial advisor with Osaic Wealth, Inc. Christopher has been in the financial services industry since October 12, 2003. Christopher is registered with the state of Maryland and has passed several securities exams, including the Series 7, Series 9, Series 10, Series 14, Series 24, and Series 66 exams. Christopher has held prior positions at TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, PARK AVENUE SECURITIES LLC, KESTRA INVESTMENT SERVICES, LLC, HORNOR, TOWNSEND & KENT, LLC, METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, HORNOR, TOWNSEND & KENT, INC., DEUTSCHE BANK SECURITIES INC., SUNSET FINANCIAL SERVICES, INC., UBS FINANCIAL SERVICES INC., MORGAN STANLEY & CO. INCORPORATED, FERRIS, BAKER WATTS INCORPORATED, LEGG MASON WOOD WALKER, INCORPORATED, and T. ROWE PRICE INVESTMENT SERVICES, INC.

Firm Information

Christopher Chilcoat 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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Christopher Chilcoat’s Registration & Firm History

AZ

08/24/2023 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

GA

08/24/2023 - 08/23/2024

TRIAD ADVISORS LLC (ATLANTA GA)

NE

08/24/2023 - 06/14/2024

SECURITIES AMERICA, INC. (LAVISTA NE)

MN

08/24/2023 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

GA

08/24/2023 - 11/03/2023

FSC SECURITIES CORPORATION (ATLANTA GA)

NY

09/28/2022 - 08/14/2023

PARK AVENUE SECURITIES LLC (NEW YORK NY)

MD

11/17/2021 - 09/12/2022

KESTRA INVESTMENT SERVICES, LLC (Lutherville MD)

MD

03/04/2015 - 11/17/2021

HORNOR, TOWNSEND & KENT, LLC (LUTHERVILLE MD)

MD

08/05/2014 - 02/09/2015

METLIFE SECURITIES INC. (ELKRIDGE MD)

MD

08/15/2014 - 01/02/2015

NEW ENGLAND SECURITIES (Elkridge MD)

MD

11/30/2011 - 08/12/2014

HORNOR, TOWNSEND & KENT, INC. (HUNT VALLEY MD)

MD

08/16/2011 - 11/23/2011

DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)

MD

06/09/2010 - 08/01/2011

SUNSET FINANCIAL SERVICES, INC. (CATONSVILLE MD)

PA

12/04/2009 - 03/03/2010

UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)

MD

09/24/2008 - 04/20/2009

MORGAN STANLEY & CO. INCORPORATED (BALTIMORE MD)

MD

12/12/2006 - 09/16/2008

UBS FINANCIAL SERVICES INC. (BALTIMORE MD)

MD

04/13/2005 - 11/16/2006

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

MD

09/20/2004 - 04/12/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

MD

07/09/2004 - 09/27/2004

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

MD

07/25/2002 - 06/15/2004

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 01/16/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2005

Series 14 - Compliance Officer Examination

BC

Issued 09/15/2004

Series 24 - General Securities Principal Examination

BC

Issued 04/05/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/21/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Todd Chilcoat.
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