LPL Financial
47yrs
Top advisor by experience in San Diego
14yrs
Bryce Alvari has worked in the financial industry for 14 years and is a fiduciary financial advisor based in San Diego, California. Bryce has been with Osaic Wealth since 2024; before that, Bryce spent ten years at Securities America Advisors. Bryce holds the CFP® designation.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office9920 Pacific Heights Blvd Suite 100, San Diego, CA 92121
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2014 – 2024Securities America Advisors, Inc.Previously
Contact Bryce
9920 Pacific Heights Blvd Suite 100San Diego, CA 92121Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Bryce
Tailored to Bryce’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
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About Bryce
How do I contact Bryce?
Call Osaic Wealth at (800) 821-5100 and ask for Bryce Alvari. Bryce works from the San Diego, CA office.
How long has Bryce been a financial advisor?
Bryce has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Bryce hold?
Series 66. Tap any license on this page to see what it allows.
Is Bryce a fiduciary?
Bryce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryce paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bryce 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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