Bethesda, MD Highland Ave 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
4704 Highland Ave
Bethesda MD 20814
Advisors at this office
4
Advisors at this office
Pablo M
Series 63, Series 65
Bethesda, MD
OSAIC
Pablo Molina is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Centaurus Financial, and Reese Yeatman. Molina is a partner in Reese Yeatman Financial, LLC. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization across various programs, including financial planning, Unified Managed Accounts, and retirement plan consulting.
Byron H
Series 66
Bethesda, MD
OSAIC
Byron Hildebrand is a financial advisor at Osaic with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America Advisors and Raymond James Financial Services. In addition to his advisory role, he is a certified public accountant with Hildebrand, Limparis & Associates, CPAs, PC. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, model-based asset allocation, and third-party money manager programs. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.
Michael R
Series 63, Series 65
Bethesda, MD
OSAIC
Michael Reese Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors, Inc., Centaurus Financial Inc., and Reese Yeatman & Associates. Outside of advisory work, he is involved in insurance sales and service through his ownership of ReeseYeatman Benefits LLC and roles with Ensurise and Onedigital, focusing on employee benefits and life and health insurance brokerage. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options within a large multi-advisor platform.
Max M
Series 66
Bethesda, MD
OSAIC
Max Molina is a financial advisor with OSAIC based in Bethesda, MD. He holds a Series 66 designation and has approximately one year of industry experience. His prior work history includes roles at Carmax and Montgomery Financial. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing a model-based investment process with options for discretionary management, third-party managers, and alternative investments.
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