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Peter J
Series 63, Series 65
West Seneca, NY
OSAIC
Peter Johnson is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at OSAIC since 2024, previously spending over two decades at SSN Advisory, Inc. and Securities Service Network, Inc. Outside of his advisory role, he prepares income tax returns and facilitates the creation of estate documents for clients in partnership with a local attorney. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through multiple programs, with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party strategies.
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