Wesley Stiles Frierson
Investment Adviser Representative at Osaic Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Wesley Stiles Frierson is an investment adviser representative with Osaic Advisory Services, LLC in Seneca, SC, where they have been registered since 2020. They have worked in the securities industry since 2003 and were previously registered with VOYA Financial Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in 18 states.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama, Florida, Georgia, Illinois, Indiana, Iowa, Maine, New Hampshire, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Washington, Wyoming
- Broker:
19 states and territories
Alabama, California, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Wyoming
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.
- WES Frierson-independent Insurance AgentAug 2003 – no end date reportedSeneca, SC
- Frierson Capital ManagementJun 2013 – no end date reportedSeneca, SC
- Frierson Financials, Llc/frierson Financial ServicesJun 2013 – no end date reportedSeneca, SC
- VOYA Financial AdvisorsSep 2014 – Feb 2020Seneca, SC
- Triad AdvisorsFeb 2020 – Aug 2024Norcross, GA
- Triad Hybrid SolutionsFeb 2020 – Aug 2024Norcross, GA
- Osaic Wealth, Inc.Aug 2024 – no end date reportedSeneca, SC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Advisory Services, LLC
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
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
Retirement Income Strategies, Investments, Life Insurance, Wealth Management, IRA/401(k) Rollovers, Tax Management Strategies, Annuities, Asset Management Strategies, and IRA Legacy Planning
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 358
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Atlanta, GA
- SEC file number:
- 801-80075
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at Osaic Advisory Services, LLC
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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. Wesley Stiles Frierson 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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