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Steven M
Series 63
Forest Hills, NY
OSAIC
Steven Millman is a financial advisor with Osaic Wealth, Inc. based in Forest Hills, NY, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked for Securities America Advisors Inc. from 2006 to 2024 and has been with Osaic since 2024. Millman’s background includes insurance sales, specifically in variable annuities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services using firm-provided asset allocation tools and a variety of investment vehicles, supporting both discretionary and non-discretionary management approaches.
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