RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Richard Joseph Osikowicz
- Title
- Sr. Wealth Advisorreportedmerceradvisors.comfirm site, Sep 15, 2026
- Business email
- rosikowicz@merceradvisors.comreportedmerceradvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Mercer Global Advisors Inc. independent RIA currentsince Dec 19, 2025 · Owings Mills, Md
- Glass Jacobson Wealth Advisors independent RIA currentsince Aug 3, 2018 · Owings Mills, Md
- Pnc Capital Advisors LLC otherDec 3, 2013 to Jul 16, 2018 · Baltimore, Md
- Planning Solutions Group, LLC formerDec 19, 2011 to Jun 21, 2013 · Fulton, Md
- Triad Advisors, LLC formerOct 11, 2011 to Jun 20, 2013 · Fulton, Md
- T. Rowe Price Advisory Services, Inc. BD affiliatedNov 23, 1998 to Aug 7, 2004 · Baltimore, Md
- Pnc Capital Advisors LLC to Glass Jacobson Wealth Advisorsleft Jul 16, 2018, registered Aug 3, 2018 (18 days) · Other
- Planning Solutions Group, LLC to Pnc Capital Advisors LLCleft Jun 21, 2013, registered Dec 3, 2013 (165 days) · Other
- Triad Advisors, LLC to Planning Solutions Group, LLCleft Jun 20, 2013, registered Dec 19, 2011 (-549 days) · Other
- T. Rowe Price Advisory Services, Inc. to Triad Advisors, LLCleft Aug 7, 2004, registered Oct 11, 2011 (2621 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address