Best Investors Account Sign in

Nathan Todd Mosier

Osaic Wealth, Inc.

Erie, PA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-31
  • PA RA
    APPROVED
    Since 2026-03-31

Branch Locations

2205 West Grandview Blvd, Erie, PA 16506 • 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
Penn State Harborcreek PA 08/2014 12/2018
T.G.I. Friday'S Erie PA 06/2016 09/2019
Axa Advisors, Llc New York NY 11/2018 11/2019
The Vanguard Group, Inc. Charlotte NC 02/2020 08/2024
Osaic Wealth, Inc Erie PA 08/2024 Present
  • 08/2014 → 12/2018
    Penn State
    Harborcreek, PA
  • 06/2016 → 09/2019
    T.G.I. Friday'S
    Erie, PA
  • 11/2018 → 11/2019
    Axa Advisors, Llc
    New York, NY
  • 02/2020 → 08/2024
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2024 → Present
    Erie, PA
Previous Registrations
Other Businesses

1. KEYSTONE FINANCIAL MANAGEMENT LLC POSITION: Advisor Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/27/2024 ADDRESS: 2205 W. Grandview Blvd, Erie PA 16506, United States DESCRIPTION: Keystone Financial Management LLC is our OSJ who provides payroll to Kress Financial. Payroll is then reimbursed by the advisor Daniel Kress. Nathan Mosier does not perform any responsibilities at this OBA. It is merely for payroll processing. 2. SOCIAL MEDIA POSITION: Content Creator NATURE: I post videos cooking meat/ doing projects for my house. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/29/2025 ADDRESS: 962 Colony Drive, Erie PA 16505, United States DESCRIPTION: n/a

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-20
S66 Uniform Combined State Law Examination 2019-07-03
  • S65 Uniform Investment Adviser Law Examination
    2026-03-20
  • S66 Uniform Combined State Law Examination
    2019-07-03
Other Names
  • Nathan Mosier
  • Nathan Todd Mosier

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Erie, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor