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Patrick Daniel Fertitta

Osaic Wealth, Inc.

Shreveport, LA

CRD 5373553

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-02-14
  • LA RA
    APPROVED
    Since 2025-02-14

Branch Locations

1829 Corporate Dr, Shreveport, LA 71107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Lutheran Church Tuscaloosa AL 01/2015 07/2021
Fertitta's Delicatessen Shreveport LA 07/2021 Present
Osaic Wealth Inc Shreveport LA 02/2025 Present
  • 01/2015 → 07/2021
    University Lutheran Church
    Tuscaloosa, AL
  • 07/2021 → Present
    Fertitta's Delicatessen
    Shreveport, LA
  • 02/2025 → Present
    Osaic Wealth Inc
    Shreveport, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-15
  • S65 Uniform Investment Adviser Law Examination
    2024-05-15
Other Names
  • Patrick Daniel Wiley

View on SEC IAPD

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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · SHREVEPORT, LA
CYPRESS FUND MANAGEMENT, LLC · SHREVEPORT, LA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SHREVEPORT, LA

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