Anthony William Hosfeld

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 11/2019
  Advocacy Wealth Management
  Atlanta, GA
• 11/2019 → Present
  Triad Hybrid Solutions
  Norcross, GA

Previous Registrations

• 2012-03-12 → 2019-12-05
  Advocacy Wealth Management, Llc
  Atlanta, GA
• 2011-11-01 → 2014-12-22
  Certus Investment Advisors, Llc
  Charlotte, NC
• 2011-03-24 → 2013-11-07
  Sage Capital Holdings, Llc
  Atlanta, GA
• 2010-06-02 → 2011-03-28
  Certussecurities, Inc.
  Atlanta, GA
  Atlanta, GA
  Charlotte, NC
• 2007-11-29 → 2010-04-27
  First Legacy Securities, Llc
  Helena, AL
• 2006-01-25 → 2007-11-26
  First Horizon Advisors, Inc.
  Lawrenceville, GA
  Lawrenceville, GA
• 2003-04-30 → 2005-12-19
  Wells Fargo Clearing Services, Llc
  Lilburn, GA
  Lilburn, GA

Other Businesses

1)William and Wade Wealth,LLC;investment related;1050 Crown Pointe Pky,Suite 500,Atlanta,GA;dba;owner;11/2019;40 hrs/month;6.5 hrs during trading;investment advisor 2)Advocacy Wealth Management;investment related;3350 Riverwood Pkwy,Atlanta,GA 30339;RIA;investment advisor;3/2010;20 hrs/month;4 hrs during trading;meet with clients,review objectives

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-01
• S63 Uniform Securities Agent State Law Examination
  1997-01-10

Other Names

• Tony Hosfeld