Claire M. Love
Professional summary
Claire Marie Love, who also goes by Claire Love, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Newport News, Virginia.
Claire is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Claire has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Claire Marie Love's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Claire Marie Love's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 24, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 729 Thimble Shoals Boulevard Suite 2e, Newport News, VA 23606July 23, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 729 Thimble Shoals Boulevard Suite 2e, Newport News, VA 23606June 5, 2024 - August 30, 2024
ROCKEFELLER FINANCIAL LLC
June 5, 2024 - August 30, 2024
ROCKEFELLER FINANCIAL LLC
June 9, 2020 - February 26, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 15, 2018 - February 26, 2024
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/23/2025)
(7/24/2025)
Exams
FINRA
Current Firm
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| OSAIC, INC. | SHAREHOLDER | |
| CORNICK, GREGORY ALLEN | CEO, PRESIDENT, DIRECTOR | 3132991 |
| FORD, ERINN JUNE | DIRECTOR | 2176816 |
| MIHAL, SHAWN MICHAEL | SVP, CHIEF COMPLIANCE OFFICER | 3262384 |
| MITCHELL, CHRISTOPHER MILLS | CORPORATE TREASURER, FINANCIAL PRINCIPAL | 2420144 |
| PRICE, JAMES DALE | CHAIRMAN | 1243224 |
| SCHLUETER, MATTHEW ADAM | EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR | 2627931 |
Regulatory assets under management
| Total Number of Accounts | 797,559 |
| AUM (Assets Under Management) | $ 200,266,275,275 |
Disclosures
| Regulatory Event | 50 |
| Arbitration | 31 |
| Bond | 7 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/14/2025 | ||
| 12/18/2024 | ||
| 01/26/2024 |
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.
Company Information
OSAIC WEALTH, INC.
CRD#: 23131Newport News, VA 23606TRUST BUT VERIFY
Monitor Claire Love
Get automatic monthly alerts on: