Matthew Alexander Ros
Investment Adviser Representative at Osaic Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Alexander Ros is an investment adviser representative with Osaic Wealth, Inc. in Wakefield, MA, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
1 state or territory
Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Active DirectionsJan 2023 – Apr 2023Sydney Australia
- ApplauseMay 2022 – Aug 2022Framingham, MA
- Andover Country ClubJun 2016 – no end date reportedAndover, MA
- UMass Recreations DepartmentMar 2021 – Nov 2022Amherst, MA
- UMass DiningOct 2022 – Dec 2022Amherst, MA
- Andover Public SchoolsJan 2014 – Mar 2024Andover, MA
- Northwestern Mutual Life Insurance CompanyMay 2024 – Sep 2025Milwaukee, WI
- Northwestern Mutual Investment Services LLCJan 2025 – Sep 2025Woburn, MA
- Osaic Wealth, Inc.Sep 2025 – no end date reportedWakefield, MA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Wealth, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8,271
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-54859
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Osaic Wealth, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Alexander Ros has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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