Best Investors Account Sign in

Cecile Elisabeth Hult

Osaic Advisory Services, LLC

Atlanta, GA

Vienna, VA

CRD 5563127

Claim This Profile
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:

Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-11-04
IL RA APPROVED 2025-11-04
NH RA APPROVED 2025-11-04
NY RA APPROVED 2025-11-04
LA RA APPROVED 2020-09-03
AZ RA APPROVED 2019-09-24
FL RA APPROVED 2019-06-25
MA RA APPROVED 2019-05-29
DC RA APPROVED 2019-05-22
VI RA APPROVED 2019-05-09
NJ RA APPROVED 2019-05-07
NM RA APPROVED 2019-05-07
CA RA APPROVED 2019-05-06
CO RA APPROVED 2019-05-06
IN RA APPROVED 2019-05-06
MD RA APPROVED 2019-05-06
MI RA APPROVED 2019-05-06
MS RA APPROVED 2019-05-06
MO RA APPROVED 2019-05-06
NC RA APPROVED 2019-05-06
OH RA APPROVED 2019-05-06
PA RA APPROVED 2019-05-06
SC RA APPROVED 2019-05-06
TX RA APPROVED 2019-05-06
VA RA APPROVED 2019-05-06
  • DE RA
    APPROVED
    Since 2025-11-04
  • IL RA
    APPROVED
    Since 2025-11-04
  • NH RA
    APPROVED
    Since 2025-11-04
  • NY RA
    APPROVED
    Since 2025-11-04
  • LA RA
    APPROVED
    Since 2020-09-03
  • AZ RA
    APPROVED
    Since 2019-09-24
  • FL RA
    APPROVED
    Since 2019-06-25
  • MA RA
    APPROVED
    Since 2019-05-29
  • DC RA
    APPROVED
    Since 2019-05-22
  • VI RA
    APPROVED
    Since 2019-05-09
  • NJ RA
    APPROVED
    Since 2019-05-07
  • NM RA
    APPROVED
    Since 2019-05-07
  • CA RA
    APPROVED
    Since 2019-05-06
  • CO RA
    APPROVED
    Since 2019-05-06
  • IN RA
    APPROVED
    Since 2019-05-06
  • MD RA
    APPROVED
    Since 2019-05-06
  • MI RA
    APPROVED
    Since 2019-05-06
  • MS RA
    APPROVED
    Since 2019-05-06
  • MO RA
    APPROVED
    Since 2019-05-06
  • NC RA
    APPROVED
    Since 2019-05-06
  • OH RA
    APPROVED
    Since 2019-05-06
  • PA RA
    APPROVED
    Since 2019-05-06
  • SC RA
    APPROVED
    Since 2019-05-06
  • TX RA
    APPROVED
    Since 2019-05-06
  • VA RA
    APPROVED
    Since 2019-05-06

Branch Locations

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

8045 Leesburg Pike Suite 250, Vienna, VA 22182 • 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
Spire Investment Partners Mclean VA 04/2008 05/2019
Triad Advisors Norcross GA 05/2019 08/2024
Triad Hybrid Solutions Norcross GA 05/2019 Present
Osaic Wealth, Inc. Vienna VA 08/2024 Present
  • 04/2008 → 05/2019
    Spire Investment Partners
    Mclean, VA
  • 05/2019 → 08/2024
    Triad Advisors
    Norcross, GA
  • 05/2019 → Present
    Triad Hybrid Solutions
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Vienna, VA
Previous Registrations
Other Businesses

1. Argent Bridge Advisors; investment related; 8045 Leesburg Pike, Suite 250, Vienna, VA 22182; advisor; 5/6/2019; 160 hrs/month; 8 hrs/day during trading; wealth advisor 2. Done with Divorce;not investment related;8045 Leesburg Pike,#250,Vienna,VA 22182;seminars;speaker;3/1/2020;2 hrs/month;0 hrs during trading;speaker 3. Argent Bridge Advisors;investment related;8045 Leesburg Pike,#250,Vienna,VA 22182;insurance;insurance agent;5/21/2019;10 hrs/month;1 hr during trading;recommend & write insurance(life,ltc,disability)when appropriate for clients of Argent Bridge Advisors 4. Argent Bridge 2 Divorce; Investment related: yes; 8045 Leesburg Pike, Suite 250 Vienna, Virginia 22182; Nature or Structure of Business: NHA Holdings, LLC DBA Argent Bridge 2 Divorce (AB2D); Position: Partner, CFP, CDFA ; Start date: 05/01/2021; hours per month: 30; securities trading hours 30; Duties: Manage divorce financial planning team; mentoring and offering subject matter expertise to the team; hourly consulting fee servicing for divorce financial planning clients through divorce & post-divorce planning 5. ARGENT BRIDGE ADVISORS - INSURANCE POSITION: Insurance agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/06/2019 ADDRESS: 8045 Leesburg Pike, Vienna VA 22182, United States DESCRIPTION: Life insurance, disability, Long-term care

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-06
  • S66 Uniform Combined State Law Examination
    2009-06-06
Designations
  • Certified Financial Planner
Other Names
  • Cecile Elisabeth Perton
  • Cecile Elisabeth Perton

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor