Cresskill, NJ Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

6

Of 7,832 advisors across 3,562 offices

Location

300 Knickerbocker Rd, Suite 2600

Cresskill NJ 07626

Advisors at this office

6

Advisors at this office

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Owen C

Series 66

Cresskill, NJ

OSAIC

Owen Corry is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott and the New Jersey Institute of Technology among other roles. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

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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Whitney F

Series 66

Cresskill, NJ

OSAIC

Whitney Figueroa is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has prior experience at Woodbury Financial Services. Whitney’s background also includes roles outside financial services, including work in healthcare at CareOne at Teaneck and Genesis Healthcare. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes.

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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Colin F

Series 63, Series 65

Cresskill, NJ

OSAIC

Colin Figueroa is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Woodbury Financial Services, Capital One Financial, and Morgan Stanley. Outside of Osaic, he serves as First Vice President at Alpine Financial Planning LLC, assisting clients with insurance planning needs. Osaic Wealth, Inc. serves a diverse client base ranging from individuals to institutions, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

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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Moshe L

Series 63, Series 65

Cresskill, NJ

OSAIC

Moshe Lewis is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. and Capital One Investing, LLC. Outside of his advisory role, he assists clients with insurance planning through Northeast Wealth Planning LLC. OSAIC serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by multiple advisory platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes and provides 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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Elaine B

Series 63, Series 65

Cresskill, NJ

OSAIC

Elaine Beneduci is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with firms including B. Riley Wealth Management, Winslow, Evans & Crocker, Inc., and Morgan Stanley. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a portfolio construction process that incorporates asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.

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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Richard B

Series 66

Cresskill, NJ

OSAIC

Richard Beneduci Jr. is a Series 66-registered financial advisor with 13 years of industry experience. He is currently with OSAIC Wealth Inc and has previously worked at firms including B. Riley Wealth Advisors, Winslow, Evans & Crocker, and Morgan Stanley. He also has involvement in insurance-related activities through Osaic Wealth Insurance. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing various tools and third-party platforms to manage portfolios across multiple asset classes.

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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