New Castle, PA East Washington Street Office

Team
Updated today

Client AUM

$4,877,438,185

Clients

15,798

Advisors

2

Of 543 advisors across 352 offices

Location

27 East Washington Street

New Castle PA 16101

Advisors at this office

2

Advisors at this office

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Philip S

CFP®, Series 63, Series 66

New Castle, PA

OSAIC Institutions, INC.

Philip Springirth is a CFP® professional with 19 years of industry experience, currently advising at OSAIC Institutions, INC. He has worked at First Commonwealth Bank since 2019 and was previously with LPL Financial, LLC from 2016 to 2019. Outside of his advisory role, he serves on the endowment committee of his church. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm provides customized advisory services and operates a hybrid adviser/broker-dealer model that supports discretionary and non-discretionary accounts alongside access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Ryan H

Series 66

New Castle, PA

OSAIC Institutions, INC.

Ryan Harteis is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has 15 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2005. Outside of his advisory role, he also serves as a client service representative at FIRST Commonwealth Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm employs a mix of fundamental and technical analysis and provides access to alternative investments, lending, and cash-management options.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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