Angela M. Osborne
Professional summary
Angela Marie Osborne, CFP®, who also goes by Angela Marie Bishop, Angela Marie Osborne, Angela Osborne, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Richmond Heights, Missouri and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Angela has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Angela Marie Osborne's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
July 22, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917July 26, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 13, 2018 - August 7, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
March 17, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
March 8, 2017 - August 5, 2019
FIDELITY BROKERAGE SERVICES LLC
October 8, 2015 - February 21, 2017
EDWARD JONES
October 3, 2015 - February 21, 2017
EDWARD JONES
March 27, 2015 - September 23, 2015
LOCKTON INVESTMENT ADVISORS, LLC
March 27, 2015 - September 23, 2015
LOCKTON INVESTMENT SECURITIES, LLC
July 31, 2014 - March 18, 2015
EDWARD JONES
July 31, 2014 - March 18, 2015
EDWARD JONES
July 2, 2013 - March 31, 2014
STANCORP INVESTMENT ADVISERS, INC.
July 1, 2013 - March 31, 2014
STANCORP EQUITIES, INC.
October 24, 2012 - May 28, 2013
PLANCORP, LLC
October 6, 2011 - September 18, 2012
STANCORP INVESTMENT ADVISERS, INC.
March 17, 2011 - September 18, 2012
STANCORP EQUITIES, INC.
January 1, 2008 - July 13, 2010
FIDELITY BROKERAGE SERVICES LLC
November 20, 2006 - January 1, 2008
FIDELITY DISTRIBUTORS COMPANY LLC
March 7, 2000 - May 2, 2001
JANUS HENDERSON DISTRIBUTORS US LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/6/2024)
(7/29/2021)
(7/26/2021)
(7/29/2021)
(1/6/2024)
(7/26/2021)
(1/6/2024)
(7/26/2021)
(1/6/2024)
(1/6/2024)
(7/22/2021)
(3/31/2025)
(1/6/2024)
(1/6/2024)
(1/6/2024)
(7/22/2021)
(1/6/2024)
(1/6/2024)
(1/6/2024)
(7/22/2021)
(1/6/2024)
(7/22/2021)
(1/6/2024)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
