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Mathew Aaron Feehan

Osaic Wealth, Inc.

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About Mathew Aaron Feehan

Mathew Feehan is a financial advisor with Osaic Wealth, Inc. based in Ocala, FL. Mathew has over 10 years of experience in the financial services industry, having worked for various firms including Morgan Stanley and Wells Fargo. Mathew holds a Series 7 and Series 66 licenses and is registered to provide investment advice in several states. Mathew specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Mathew is also a licensed insurance agent.

Firm Information

Mathew Feehan 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.

1027 E. Fort King Street

Ocala, FL 34471

$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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Mathew Feehan’s Registration & Firm History

FL

10/13/2023 - Present

Osaic Wealth, Inc. (Ocala FL)

FL

04/18/2016 - 11/05/2021

WELLS FARGO CLEARING SERVICES, LLC (OCALA FL)

FL

05/03/2013 - 05/02/2016

MORGAN STANLEY (OCALA FL)

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Licenses & Designations

BOTH

Issued 5/29/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/2/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mathew Aaron Feehan.
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