Portfolio Medics
41yrs
Top advisor by experience in Fernandina Beach
30yrs
Brian Edwin Griffith
Financial advisor at Osaic Wealth
Brian Edwin Griffith has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Fernandina Beach, Florida. Brian has been with Osaic Wealth since 2025; before that, Brian spent nine years at Ameriprise Financial Services and 16 years at LPL Financial. Brian holds the CFP® designation.
One of 41 advisors with offices in Fernandina Beach, and one of 34 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
OfficeFernandina Beach, FL
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowOsaic Wealth, Inc.Current firm
- 2017 – 2025Ameriprise Financial Services, LLCPreviously
- 2001 – 2017LPL Financial LLCPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Osaic Wealth at 800-821-5100 and ask for Brian Edwin Griffith. Brian works from the Fernandina Beach, FL office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Singer, Leemon & Associates
40yrs
Top 4% by experience in Florida
Ameritas Advisory Services
37yrs
Top 6% by experience nationwide
Cwm
35yrs
Top 5% by experience at Cwm
Eagle Strategies
34yrs
Top 9% by experience in Florida
Tbcpa
34yrs
Top 9% by experience in Florida