Bradenton, FL Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth, Inc. serves a broad mix of retail and institutional clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations — through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, unified managed accounts, advisor‑managed portfolios, and access to third‑party money managers and wrap programs.
The firm’s advisers use firm‑provided asset‑allocation tools, risk‑tolerance questionnaires, efficient‑frontier analysis, and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs and alternative investments; accounts can be managed on either a discretionary or non‑discretionary basis and clients may impose reasonable investment restrictions. Osaic also supports legacy platform programs and transitions (including accounts transferred from prior mergers) and makes available third‑party services such as Envestnet and SEI for model and managed‑account solutions.
What is noteworthy about Osaic relative to many peers is its complex corporate and platform footprint — including multiple mergers that consolidated broker‑dealer and RIA businesses, significant private‑equity ownership, and an established connection to an alternative‑investment distribution platform — and its use of a variety of third‑party commercial arrangements (revenue sharing, platform payments and other referral or structuring arrangements). The firm has also disclosed multiple regulatory enforcement matters in recent years (including SEC orders and penalties) and maintains advisor recruitment and transition programs and lender‑linked services (sweep and lending arrangements and advisor loan/acceleration incentives) that create identifiable conflicts of interest which the firm discloses and says it manages.
Based on OSAIC
Expertise
Based on OSAIC
Location
Bradenton FL
Advisors at this office
3
Advisors at this office
Savas C
CFP®, Series 63, Series 65
Bradenton, FL
OSAIC
Savas Constantinou is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2026. He previously worked at Cetera Investment Services, Hancock Whitney Bank, Modera Wealth Management, LPL Financial, and AXA Advisors. He has also held a senior wealth planning advisor role at Hancock Whitney Bank, focusing on trust and estate, retirement, investment, risk management, and business planning in collaboration with other financial professionals. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm offers portfolio construction using firm tools and third-party solutions, supporting both discretionary and non-discretionary management across diverse asset classes.
Jeffrey W
Series 63, Series 65
Bradenton, FL
OSAIC
Jeffrey Welsh is a financial advisor with Osaic in Bradenton, Florida, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and Bard Financial Services, Inc. Welsh owns a sole proprietorship that sells term and fixed life insurance, fixed annuities, and accident and health insurance. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs advanced asset-allocation tools and offers various managed account solutions, including discretionary and non-discretionary management options.
Arik J
Series 66
Bradenton, FL
OSAIC
Arik Jacobson is a Series 66 credentialed advisor with 14 years of industry experience, currently affiliated with OSAIC. He previously worked at Financial Dimensions Group, Inc. for 12 years. Outside of his advisory role, Jacobson is an independent life insurance agent and serves on the finance committee of a local YMCA. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.
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