Richard Osikowicz has been an investment adviser representative at Glass Jacobson Investment Advisors since August 2018, and is not listed among the firm’s executive officers or direct owners.
Glass Jacobson Investment Advisors, LLC is an Owings Mills, MD firm with $928M under management, 504 clients and 9 advisers in one office, as of its March 2026 filing.
Richard Osikowicz’s longest registration is the current one, 8 years at Glass Jacobson Investment Advisors since 2018. Before joining Glass Jacobson Investment Advisors in 2018, Richard Osikowicz was registered through PNC Capital Advisors LLC and Planning Solutions Group, LLC.
- Mercer Global Advisors Inc.Also current– present · under a yearOwings Mills, MD · Adviser representative · Firm CRD 147363
- – present · 8 yearsOwings Mills, MD · Adviser representative · Firm CRD 120141
- PNC Capital Advisors LLC– · 4 yearsBaltimore, MD · Adviser representative · Firm CRD 151829
- Planning Solutions Group, LLC– · 1 yearFulton, MD · Adviser representative · Firm CRD 154118
- Triad Advisors, Inc.– · 1 yearMaple Lawn, MD · Adviser representative · Firm CRD 25803
- T. Rowe Price Advisory Services, Inc.– · 5 yearsBaltimore, MD · Adviser representative · Firm CRD 108958
Investment adviser representative registrations
Richard Osikowicz is registered as an investment adviser representative in Maryland, since August 2018.
- MarylandSince 3 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 27 March 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 27 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 September 2011 |
| Series 7 | General Securities Representative Examination | 3 February 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 September 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 August 1994 |
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Richard Joseph Osikowicz
- CRD
- 2524426
- Firm
- Glass Jacobson Investment Advisors · CRD 120141
- Office
- 10055 RED RUN BLVD, SUITE 160, Owings Mills, MD 21117
- Registration
- Investment adviser registration
- In the industry since
- August 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Richard Osikowicz work?
Richard Osikowicz is an investment adviser representative registered through Glass Jacobson Investment Advisors, LLC since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Richard Osikowicz a financial advisor?
Yes. Richard Osikowicz has a current investment-adviser registration in Maryland, through Glass Jacobson Investment Advisors since August 2018.
How many years of experience does Richard Osikowicz have?
Richard Osikowicz has 29 years in the financial industry, since August 1997, across 6 adviser firms.
What exams has Richard Osikowicz passed?
Richard Osikowicz has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 7TO and Series 6TO. The earliest, the Series 6, was passed in August 1994. FINRA credited Richard Osikowicz with the SIE, which began in October 2018.
Where did Richard Osikowicz work before Glass Jacobson Investment Advisors?
Before Glass Jacobson Investment Advisors, Richard Osikowicz was registered through PNC Capital Advisors LLC, December 2013 to July 2018; Planning Solutions Group, LLC, December 2011 to June 2013; Triad Advisors, Inc., October 2011 to June 2013; T. Rowe Price Advisory Services, Inc., November 1998 to August 2004.
Where is Richard Osikowicz based?
Richard Osikowicz’s registered office is in Owings Mills, MD.
Is Richard Osikowicz registered with FINRA?
No. Richard Osikowicz has no current broker registration.
How can I verify Richard Osikowicz’s record?
Search CRD 2524426 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Osikowicz’s full registration record.