Canonsburg, PA Ansys Drive 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
2400 Ansys Drive, Suite 102
Canonsburg PA 15317
Advisors at this office
3
Advisors at this office
Kerrie M
Series 63, Series 65
Canonsburg, PA
OSAIC
Kerrie Morris is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She previously worked at Cetera and Foresters Financial Services. Outside of her financial career, Morris is active as a senior Tae Kwon Do instructor and serves in several community roles, including leadership positions with local Cub Scouts and Boy Scouts, as well as secretary and treasurer for Light of Christ Full Gospel Church. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based asset allocation and portfolio optimization approach supported by various tools and multiple program options, and is notable for its scale, affiliate network, and recent consolidation activity.
William S
Series 63, Series 66
Canonsburg, PA
OSAIC
William Spero is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Foresters Financial Services, and First Investors Corp. He is a managing partner at Tri-Pointe Wealth Advisors, LLC, and is a member of the Southwest Regional Chamber of Commerce. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.
Robin T
ChFC®, Series 63, Series 66
Canonsburg, PA
OSAIC
Robin Tucker is a financial advisor with Osaic Wealth, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 28 years of industry experience, having previously worked at Cetera and Foresters Financial Services. Outside her advisory role, she manages operations at an equestrian boarding facility. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm focuses on model-based asset allocation and portfolio optimization and supports various investment programs, including advisor-managed strategies and third-party money manager options.
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