Aiyisha Adams is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 17 years of industry experience. Aiyisha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Aiyisha is an independent ambassador with Plexus Worldwide, a health and wellness company, dedicating a few hours per week. She is also a contributing author to the book "Voices of Mothers of Black Sons", spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.Broker
Woodbury Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Nylife Securities LLCBroker
E*trade Securities LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.