Allentown, PA Medical Center Cir Office

Team
Updated today
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OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,847

Across 3,554 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors (including high‑net‑worth and non‑HNW households), retirement plan sponsors and participants, charities, and corporate clients. It offers both brokerage and advisory services across a range of programs — including comprehensive financial planning, advisor‑managed wrap and non‑wrap portfolios, Unified Managed Accounts, third‑party money manager programs, and retirement plan consulting — many of which are delivered through affiliated broker‑dealer and RIA relationships.

The firm’s investment process emphasizes model‑based asset allocation and portfolio optimization supported by risk‑tolerance questionnaires, efficient frontier analysis, and rebalancing tools; advisors can implement discretionary UMA or advisor‑managed strategies, impose client restrictions, or select third‑party managers and proprietary “Enterprise Strategist” models. Osaic also maintains multiple custodial and legacy program arrangements (including accounts transitioned from earlier mergers), and makes alternative investments available via third‑party platforms that perform initial and ongoing due diligence.

Compared with peers, Osaic is notable for its scale and recent consolidation activity, its complex affiliate network (broker‑dealer, asset managers, insurance and trust affiliates) and private‑equity ownership that influence its platform economics and product offerings. The firm also operates multiple lending and cash‑management programs and receives third‑party platform and revenue‑sharing arrangements — matters it discloses as potential conflicts of interest — and has had several recent regulatory disclosures and enforcement matters that led to enhanced controls and independent reviews.

Based on OSAIC

Expertise

Annuities Private / alternative investments

Based on OSAIC

Location

4972 Medical Center Cir

Allentown PA 18106

Advisors at this office

4

Advisors at this office

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Emrich S

Series 66

Allentown, PA

OSAIC

Emrich Stellar III is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and MML Investors Services LLC. Outside of his advisory work, he operates Stellar Life Services LLC, where he offers various insurance products including traditional life insurance and long-term care insurance. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers access to third-party managers and proprietary investment models.

Annuities Private / alternative investments
user avatar

Emrich S

ChFC®, Series 63, Series 65

Allentown, PA

OSAIC

Emrich Stellar Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Lincoln Financial Advisors for 12 years and held roles at M Holdings Securities and The Strategic Financial Alliance. Outside of his advisory work, he owns and manages insurance-related businesses offering disability, life, and long-term care insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment process utilizing asset allocation and portfolio optimization tools, offering a range of brokerage and advisory services through a multi-affiliate platform.

Annuities Private / alternative investments
user avatar

Darin V

Series 66

Allentown, PA

OSAIC

Darin Vanantwerp is a financial advisor at Osaic with nine years of industry experience and holds a Series 66 designation. His prior work includes positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. In addition to his advisory role, he is licensed to offer accident and health insurance, disability insurance, fixed annuities, and related products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Annuities Private / alternative investments
user avatar

Glenn G

Series 66

Allentown, PA

OSAIC

Glenn Graff is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and The Strategic Financial Alliance, Inc. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Annuities Private / alternative investments
View complete list of advisors at this office
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