Morgan Stanley
47yrs
Top 1% by experience in Illinois
34yrs
Subhash Katial is a fiduciary financial advisor in Barrington, Illinois, with 34 years in the industry. Subhash joined Osaic Wealth in 2023, after 23 years at FSC Securities. Subhash holds the ChFC designation.
One of 194 advisors with offices in Barrington, and one of 183 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience nationwide
OfficeBarrington, IL
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
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2001 – 2023FSC Securities CorporationPreviously
Contact Subhash
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Subhash. Barrington, ILOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Subhash
Tailored to Subhash’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 Subhash
How do I contact Subhash?
Call Osaic Wealth at (800) 821-5100 and ask for Subhash Katial. Subhash works from the Barrington, IL office.
How long has Subhash been a financial advisor?
Subhash has been in the industry since 1992, about 34 years. Top 9% by experience nationwide.
What licenses does Subhash hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Subhash a fiduciary?
Subhash is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Subhash paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Subhash for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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