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William S
Series 63, Series 65
Palm Harbor, FL
OSAIC
William Steves is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Osaic since 2023 and previously worked at Sagepoint Financial, Inc. since 2009. Steves is also the president and owner of Steves Investment Management, Inc., a business entity maintained for tax purposes. Osaic Wealth, Inc. serves a diverse clientele including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes.
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