Bellmore, NY Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,828 advisors across 3,557 offices

Location

960 Bellmore Ave

Bellmore NY 11710

Advisors at this office

3

Advisors at this office

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Andrew H

Series 63

Bellmore, NY

OSAIC

Andrew Heyman is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 29 years of industry experience. His previous roles include long tenures at Investacorp Advisory Services and Securities America Advisors. Heyman is also involved in group health and life insurance sales and services through his activities connected to Clearvision Wealth Management. Osaic Wealth, Inc. serves a diverse range of clients including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, employing tools such as asset-allocation models and risk assessments to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternatives.

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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Terence H

Series 63

Bellmore, NY

OSAIC

Terence Hickey is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors and Kestra Financial. In addition to his advisory work, he has maintained a tax advisory and accounting practice through Trinity Financial Group, Inc. since 1989. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers, offering brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio 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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Eric N

Series 63

Bellmore, NY

OSAIC

Eric Nirenberg is a financial advisor with OSAIC, holding a Series 63 designation and 29 years of industry experience. His prior work includes long-term roles at Investacorp, Inc. and Securities America Advisors. Outside of advising, he serves as a board trustee for the Children's Medical Fund of New York and is involved in health insurance sales. OSAIC serves a diverse range of retail and institutional clients through a broad network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and managed account solutions.

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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