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Randy Devin Toth

Osaic Wealth, Inc.

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About Randy Devin Toth

Randy Devin Toth is a financial advisor with Osaic Wealth, Inc. Randy has been in the financial services industry since 2014. Randy holds the Series 7, 63, 86, and 87 licenses. Randy also holds the SIE license and the Chartered Financial Analyst designation. Randy is registered in New York and Texas. In addition to working with Osaic Wealth, Randy is a life insurance broker.

Firm Information

Randy Toth 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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Randy Toth’s Registration & Firm History

NY

07/03/2024 - Present

Osaic Wealth, Inc. (WILLIAMSVILLE NY)

NY

08/03/2021 - 06/14/2024

SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)

NY

09/17/2014 - 07/01/2021

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/11/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2014

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/19/2014

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 09/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randy Devin Toth.
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