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Kevin S
Series 66
South Windsor, CT
OSAIC
Kevin Spada is a financial advisor with Osaic Wealth, Inc. and holds the Series 66 designation. He has 11 years of industry experience, including prior roles at Securities America Advisors, Inc., Investacorp, and Kingston Wealth Management. He is involved in non-investment business activities through Kingston Wealth Management Group, LLC, which provides tax preparation and general accounting services. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services with portfolios constructed using asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment types.
Dean S
Series 66
South Windsor, CT
OSAIC
Dean Spada Jr. is a financial advisor with Osaic, holding a Series 66 designation and over 21 years of industry experience. His prior experience includes roles at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advising, he provides educational instruction on broad financial planning topics. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and other methodologies to construct portfolios with a wide range of investment options, managing accounts on both discretionary and non-discretionary bases.
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