Doral, 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
7791 NW 46th Street, Suite 113
Doral FL 33166
Advisors at this office
3
Advisors at this office
Guillermo G
CFP®, Series 66
Doral, FL
OSAIC
Guillermo Gallegos Binder is a financial advisor with OSAIC in Doral, FL, holding the CFP® and Series 66 designations and two years of industry experience. He previously worked with Securities America Advisors, Securities America, Inc., and OneDigital. Outside of his advisory role, he teaches business courses as an adjunct faculty member and tutors high school students in mathematics. He also plays guitar in the music ministry at a local church. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using various investment vehicles and automated tools.
Jonathan M
Series 65
Doral, FL
OSAIC
Jonathan Muina is a Series 65-licensed financial advisor at Osaic Wealth with one year of industry experience. His prior roles include positions at Brady Financial, Tapfin/EY, Banco Popular North America, and Federal Express Corporation. He also has experience working in staffing services and education. Osaic Wealth serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage a wide range of investment portfolios.
Christopher B
CFP®, Series 66
Doral, FL
OSAIC
Christopher Brady is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services, Inc. Brady is president of Brady Financial, Inc., a business offering a range of insurance and investment products. He is also active in his community as a Eucharistic Minister and volunteer trainer for a church-based running group, and serves on the finance committee of Our Lady of Guadalupe Catholic Church in Doral, FL. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and use of third-party managers and tools.
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