Debary, FL 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
3003 Enterprise Road
Debary FL 32713
Advisors at this office
3
Advisors at this office
Erika T
CFP®, Series 66
Debary, FL
OSAIC
Erika Texter is a CFP® with seven years of industry experience, currently advising at Osaic. She previously worked at Fsc Securities for five years and spent a decade in full-time education before entering financial services. Texter has also served as an advisor assistant at Evans Advisory Group. Osaic Wealth serves a diverse client base including retail, institutional, high-net-worth, and charitable clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a mix of discretionary and third-party management strategies.
Leyton E
Series 66
Debary, FL
OSAIC
Leyton Evans is a financial advisor at Osaic with nine years of industry experience. He holds the Series 66 designation and previously worked at Fsc Securities Corp for seven years. Evans is also associated with Evans Advisory Group as an advisor assistant. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of investment and advisory services through a broad multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.
Michael E
CFP®, Series 63
Debary, FL
OSAIC
Michael Evans is a CFP®-credentialed financial advisor with 41 years of industry experience. He is currently with OSAIC, joining in 2023 after 39 years at FSC Securities Corporation. He serves as president of Evans Advisory Group, a private business entity not open to the public. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by various analytical tools, delivering strategies through brokerage, RIA, and third-party platforms.
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