Elmsford, NY Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,832 advisors across 3,562 offices

Location

45 Knollwood Road, Suite 500

Elmsford NY 10523

Advisors at this office

3

Advisors at this office

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Jared F

Series 63, Series 65

Elmsford, NY

OSAIC

Jared Feinberg is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 14 years. Feinberg is also the owner of Creative Pension Plans, Inc., where he works with small businesses on group benefit packages and advises seniors on Medicare Supplement and Medicare Advantage plans. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and advisory services supported by a broad range of investment options and utilizes asset-allocation tools and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

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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Elia D

CFP®, Series 63

Elmsford, NY

OSAIC

Elia Durso is a CFP® professional with 41 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2023. Previously, Durso worked at FSC Securities Corporation for 14 years. In addition to advisory work, Durso operates a seasonal personal income tax preparation business serving approximately 140 clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm employs a variety of advisory platforms and asset-allocation tools, offering integrated brokerage and investment advisory services with access to third-party money managers and wrap programs.

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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James A

Series 63

Elmsford, NY

OSAIC

James Angelone Jr. is a financial advisor at OSAIC with 50 years of industry experience. He holds a Series 63 designation and previously worked for FSC Securities Corporation for 14 years. Angelone is also a partner and insurance agent at Multivest Planning Corporation, where he sells fixed annuities and fixed life products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and 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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