Belvedere, CA Office
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OSAIC
Institution
Firm-wide stats for OSAIC
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
Location
Belvedere CA
Advisors at this office
3
Advisors at this office
Henry K
Series 63, Series 65
Belvedere, CA
OSAIC
Henry Korngut is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services, Pacific Wealth Group, First Allied Securities, Round Hill Securities, and J.P. Morgan Securities. Outside of his advisory work, he serves as treasurer and board member for Valley Girls Softball and is involved in divorce financial resolution and insurance advisory businesses. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional clients, offering a range of brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization and supports multiple investment programs delivered through a complex network of affiliated broker-dealers, RIAs, and asset managers.
Leo B
Series 66
Belvedere, CA
OSAIC
Leo Boyle is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and has worked at Osaic since 2025. Prior to joining Osaic, he gained experience at Center of Effort and Nugget Markets, as well as academic and other roles. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs including financial planning, managed portfolios, and retirement plan consulting. The firm uses a model-based investment process with tools for asset allocation and portfolio optimization, and is notable for its scale, affiliate network, and recent consolidation activity.
Gregory K
Series 63, Series 65
Belvedere, CA
OSAIC
Gregory Korngut is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Woodbury Financial Services and AXA Advisors. Outside of his advisory work, he is involved with TRUE LEGACY CAPITAL, where he provides fixed insurance advisory services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization through a multi-advisor platform.
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