Apollon Wealth Management
45yrs
Top advisor by experience in Mount Pleasant
23yrs
Brian Diffily
Financial advisor at Osaic Wealth
Based in Mount Pleasant, South Carolina, Brian Diffily is a fiduciary financial advisor with 23 years of industry experience. Brian has been with Osaic Wealth since 2018; before that, Brian spent three years at Signator Investors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 523 advisors with offices in Mount Pleasant, and one of 492 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 69% of advisors in Mount Pleasant
Office103 Church St, Mount Pleasant, SC 29464
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2018Signator Investors, Inc.Previously
Contact Brian
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Brian. 103 Church StMount Pleasant, SC 29464Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- 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 Diffily. Brian works from the Mount Pleasant, SC office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2004, about 23 years. More experience than 69% of advisors in Mount Pleasant.
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Ameriprise Financial Services
44yrs
Top 1% by experience in Mount Pleasant
Polaris Investment Partners
43yrs
Top 1% by experience in Mount Pleasant
Merrill
43yrs
Top 1% by experience in Mount Pleasant
Lincoln Investment
42yrs
Top 1% by experience in Mount Pleasant
Cetera Investment Advisers
41yrs
Top 2% by experience in Mount Pleasant