Brian Matthew Cartier

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

• 02/2016 → 01/2022
  Allegheny Financial Group
  Pittsburgh, PA
• 02/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 02/2022 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Canonsburg, PA

Previous Registrations

• 2020-09-25 → 2022-01-14
  Allegheny Investments
  Pittsburgh, PA

Other Businesses

1)Justabout Wealth Management;investment related;375 Southpointe Blvd,Suite 360,Canonsburg,PA 15317;financial advisory firm that focuses on wealth management and financial planning for individual clients;financial advisor;1/24/2022;152 hrs/month;6.5 hrs during trading;attend client meetings,create financial plans and reports for clients,make sales recommendations for monthly withdrawals from client accounts,network & build client base

Exams

• S66 Uniform Combined State Law Examination
  2020-10-09

Designations

• Certified Financial Planner

Other Names

• Matthew Brian Cartier