Garden City, NY Kellum Place 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
1415 Kellum Place, Suite 205
Garden City NY 11530
Advisors at this office
3
Advisors at this office
Charles B
Series 66
Garden City, NY
OSAIC
Charles Bilello is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has worked with Royal Alliance since 2012. In addition to his advisory role, Bilello is a partner at Cammarasanna and Bilello, a legal partnership representing individuals injured in various types of accidents. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a model-based investment process that emphasizes asset allocation and portfolio optimization across various advisory and brokerage programs.
Marc B
Series 63, Series 65
Garden City, NY
OSAIC
Marc Bongiorno is a financial advisor with OSAIC Wealth, Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Asset & Financial Planning, Ltd. He also owns and operates a tax and accounting service, Metropolitan Capital Tax & Wealth Management, where he prepares personal tax returns and provides tax planning and insurance strategies. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization across multiple platforms and affiliated entities.
Orest B
CFP®, Series 63
Garden City, NY
OSAIC
Orest Baransky is a CFP® professional with 29 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance since 2015 and previously at Nathan & Lewis Securities, Inc. from 2001 to 2003. Outside of his advisory role, he is president of an accounting and tax firm and serves as a board member for several homeowners associations. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary management and third-party strategies across a complex affiliate network.
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