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4 advisors near New York, NY
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Joseph M
CFP®, Series 63, Series 66
Middle Village, NY
Osaic Advisory Services, LLC
Joseph Messina is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC. He previously worked for over two decades at American Portfolios Financial Services, Inc. In addition to his advisory work, Messina operates a sole proprietorship providing income tax preparation services and holds a CPA designation. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.
Larry H
Series 63
Brooklyn, NY
Osaic Advisory Services, LLC
Larry Hughes is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior experience includes roles at American Portfolios and Nathan & Lewis Securities, Inc. Outside of his advisory work, he is involved with Daniels Financial Services as a fixed insurance and fixed annuity specialist. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of services such as managed account programs, financial planning, and retirement plan consulting.
Olivia C
Series 66
New York, NY
Osaic Advisory Services, LLC
Olivia Casper is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. She holds a Series 66 designation and has worked at firms including Robert W Baird and Regions Bank. Outside of her advisory role, she is involved with Servet Wealth Management as a registered client associate. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.
Alexander M
Series 66
New York, NY
Osaic Advisory Services, LLC
Alexander Mele is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked for Arbor Point Advisors and Securities America Advisors for nine years. Mele also operates as an insurance agent, writing various insurance products including life and long-term care as part of client portfolios. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutions, offering managed account programs, financial planning, retirement consulting, and lending solutions through a representative-driven advisory model.
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4 advisors near New York, NY
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