Schlueter, Matthew, Adam

Ownership stakes

• Osaic Advisory Services, Llc
  Executive Vice President · Less than 5% · Dec 2024
• Ladenburg Thalmann Asset Management Inc
  Evp · Less than 5% · Nov 2024
• Vision2020 Wealth Management Corp.
  Chief Executive Officer, President, Director · Less than 5% · Nov 2024
• Osaic Wealth, Inc.
  Evp, Director · Less than 5% · Nov 2024
• Osaic Institutions, Inc.
  Director And Executive Vice President · Less than 5% · Sep 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗