Sterling, VA Office
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Osaic Advisory Services, LLC
Enterprise
Firm-wide stats for Osaic Advisory Services, LLC
About
Osaic Advisory Services, LLC is an SEC‑registered investment adviser that serves a wide range of clients, including individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers investment management, financial planning, retirement plan consulting, third‑party manager selection and oversight, and related services such as annuity sub‑account management, donor‑advised fund advisory, and lending solutions.
Advisory services are delivered through multiple program models — including advisor‑managed Counsel and Ally programs (wrap and non‑wrap), the Partner third‑party consulting program, and plan participant retirement offerings — with custody and execution primarily arranged through Schwab and Fidelity. Portfolios are built and monitored by advisory representatives using a mix of proprietary guidance and third‑party platforms and managers (for example, Envestnet and Ladenburg Thalmann Asset Management), and clients may impose reasonable written investment restrictions and receive periodic account reviews.
Distinctive elements disclosed in the firm’s brochure include reported relationships with sovereign wealth funds, expanded access to alternative investments via the CAIS platform (including disclosed platform compensation), and affiliated capabilities through Osaic Wealth, Ladenburg entities, Premier Trust and a CapitalHub lending marketplace. The firm’s complex ownership and platform arrangements — including Reverence Capital Partners’ indirect interests and various revenue‑sharing and referral arrangements — are noted in its disclosures and managed through supervisory procedures and client disclosure.
Based on Osaic Advisory Services, LLC
Location
21525 Ridgetop Circle, Suite 175
Sterling VA 20166
Advisors at this office
3
Advisors at this office
Kevin W
Series 66
Sterling, VA
Osaic Advisory Services, LLC
Kevin Wiley is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Osaic, he worked at Amazon Web Services for nine years. Wiley also serves as a financial advisor at Aeon Wealth Management, a branch office under Osaic, where he works directly with clients on financial reviews and planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and other related services through multiple program models, using both proprietary guidance and third-party platforms.
Tristan B
Series 66
Sterling, VA
Osaic Advisory Services, LLC
Tristan Bliesner is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, and Cetera Advisors. Outside of financial advisory, he owns Patriot Printing Services, a business involved in buying and selling printed materials. Osaic Advisory Services is an SEC-registered adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and planning services delivered through multiple advisory program models, utilizing a combination of proprietary and third-party platforms.
Sarah B
Series 66
Sterling, VA
Osaic Advisory Services, LLC
Sarah Burdette is a Series 66-licensed advisor with Osaic Advisory Services, LLC, where she has worked since 2026. She has seven years of prior experience at Aeon Wealth Management and additional experience with Osaic Wealth Inc and Smokehouse Live. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and access to alternative investments through multiple advisory programs.
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