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Frederick H

Series 63, Series 65

Old Greenwich, CT

OSAIC

Frederick Hill is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. His prior roles include positions at Equitable Advisors LLC and Coerver Coaching. Outside of advising, he is involved in life insurance sales and works as a registered assistant and tax preparer at Pinnacle Taxx. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Charles W

CFP®, Series 63, Series 65

Old Greenwich, CT

OSAIC

Charles Wild is a financial advisor at OSAIC with 24 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he worked at Invest Financial Corporation and LPL Financial. Outside of his advisory role, Wild serves as secretary of the Candreva Environmental Foundation, a nonprofit supporting environmental education programs in Westchester and Putnam counties. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisers, utilizing a range of investment strategies and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas P

Series 63, Series 66, Series 65

Old Greenwich, CT

OSAIC

Thomas Povinelli is a financial advisor with OSAIC Wealth Inc in Old Greenwich, CT, holding Series 63, 65, and 66 licenses and having 41 years of industry experience. He has been with OSAIC since 2005 and also owns Pinnacle Taxx Inc, where he oversees tax preparation operations across 12 offices. Outside of his advisory role, he is involved in managing tax services and mortgage assistance through Pinnacle Taxx. OSAIC Wealth Inc serves a diverse client base including retail and institutional investors, offering a broad range of brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and risk assessments to construct portfolios and supports various advisory platforms and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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