Friendswood, TX 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
699 S. Friendswood Drive, Suite 102
Friendswood TX 77546
Advisors at this office
3
Advisors at this office
Corey M
Series 66
Friendswood, TX
OSAIC
Corey Magliolo is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 66 designation and has worked at Sagepoint Financial, Inc., Lincoln Financial Securities Corp, Woodbury Financial Services, Inc., OneAmerica Securities, Inc., and LPL Financial. Outside of his advisory work, he serves as president of the Dickinson Independent School District board and is involved in managing employee benefits through insurance agencies. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization through a multi-advisor platform.
Blaise G
Series 63, Series 65
Friendswood, TX
OSAIC
Blaise Guzzetta is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of his advisory work, he provides group benefits and educational services to small and mid-sized companies through his role as a broker at Guzzetta Benefit Services, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.
Landon D
Series 65, Series 63
Friendswood, TX
OSAIC
Landon Durham is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Transamerica Life Insurance Company, Lincoln Financial Distributors, and Paychex, among other firms. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.
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