Babylon, NY Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,562 offices

Location

500 W Main St Ste 201

Babylon NY 11702

Advisors at this office

2

Advisors at this office

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Matthew D

Series 63, Series 66

Babylon, NY

OSAIC

Matthew Desjardin is a financial advisor at OSAIC with three years of industry experience. Prior to entering the financial services field, he served 24 years with the New York City Fire Department. He is also engaged in individual tax preparation and serves as a notary public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using firm-supported asset allocation tools, risk tolerance assessments, and access to third-party managers to create tailored portfolios.

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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Shawn B

Series 63

Babylon, NY

OSAIC

Shawn Boyle is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial and INVEST Financial Corp. In addition to his advisory role, Boyle serves as president of Tax Line Corp., where he is involved in tax preparation, and he also offers life, disability, long-term care insurance, and fixed annuities as an insurance agent. OSAIC serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party asset managers. The firm employs asset-allocation tools and automated rebalancing across multiple investment platforms and supports a variety of legacy and third-party programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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