Allentown, PA 1401 North Cedar Crest Boulevard Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,828 advisors across 3,562 offices

Location

1401 North Cedar Crest Boulevard, Suite 107

Allentown PA 18104

Advisors at this office

3

Advisors at this office

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Robert S

CFP®, Series 63

Allentown, PA

OSAIC

Robert Springer is a CFP® with 47 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at FSC Securities Corporation for 25 years. Outside of advising, he is a member of the finance committee for the Saucon Valley Home Owners Association, assisting with the community’s yearly budgeting. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party-managed accounts to construct portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bryan P

Series 66

Allentown, PA

OSAIC

Bryan Pojanowski is a financial advisor at Osaic Wealth, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining Osaic in 2023. He is also a licensed insurance agent and provides insurance product recommendations to clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses proprietary asset-allocation tools and third-party resources to construct portfolios across various asset classes, managing accounts on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eric B

CFP®, Series 66

Allentown, PA

OSAIC

Eric Boyle is a CFP® with 19 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked at FSC Securities Corporation for 16 years. Boyle holds roles outside of advising, including board membership at the Parkland Education Foundation, a nonprofit supporting educational and extracurricular programs in the Parkland School District. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and third-party platforms to manage portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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