Garden City, NY Old Country Road Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

10

Of 7,832 advisors across 3,562 offices

Location

390 Old Country Road, 2nd Floor

Garden City NY 11530

Advisors at this office

10

Advisors at this office

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Steven D

Series 66

Garden City, NY

OSAIC

Steven Denkberg is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance since 2012. In addition to his financial advisory role, he serves as counsel to the Commissioners of the New York City Board of Elections, a position he has held since 1991, and has been an attorney since 1989. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types on a discretionary or non-discretionary basis.

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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Elizabeth L

Series 63, Series 66

Garden City, NY

OSAIC

Elizabeth Lobaccaro is a financial advisor with OSAIC in Garden City, NY, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked at Royal Alliance Associates, INC. and Gateway Investments, where she also assists clients in an advisory and administrative capacity. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and multiple investment vehicles to construct portfolios tailored to client risk tolerance and preferences.

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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Lauren C

Series 63, Series 66

Garden City, NY

OSAIC

Lauren Casagrande is a financial advisor with Osaic Wealth, Inc. based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been affiliated with Gateway Group, LLC since 2005, serving as a financial advisor and office manager. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction across a variety of investment vehicles.

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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Thomas S

Series 63, Series 65

Garden City, NY

OSAIC

Thomas Santucci is a financial advisor at OSAIC with 30 years of industry experience. He has been with OSAIC since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the boards of the Boys & Girls Club of Metro Queens and the Queens Chamber of Commerce, and he acts as a hearing officer for FINRA disciplinary cases. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm uses asset-allocation tools and risk-tolerance assessments to build diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments, with options for discretionary or non-discretionary management.

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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Robert S

Series 66

Garden City, NY

OSAIC

Robert Santucci is a financial advisor at OSAIC with four years of industry experience. He previously worked at Knickerbocker Club, Inc. for six years. Outside of his role at OSAIC, he is involved with Gateway Group LLC, where he assists clients with their financial advisory needs. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation and portfolio management tools and operates through a complex corporate structure with multiple platform offerings.

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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Eric F

Series 63, Series 65

Garden City, NY

OSAIC

Eric Fischer is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 2008. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and tools to construct portfolios across multiple asset classes.

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 M

CFP®, Series 63

Garden City, NY

OSAIC

James Mcwilliams is a financial advisor with OSAIC in Garden City, NY, holding CFP® and Series 63 designations and bringing 38 years of industry experience. He has worked with Creative Wealth Management LLC and Matrix Group alongside his role at OSAIC since 2004. Outside of his advisory work, he is a registered representative involved with Gateway Investments LLC. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of portfolio construction tools and supports multiple advisory platforms, including 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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Anthony S

Series 63, Series 66

Garden City, NY

OSAIC

Anthony Santucci is a financial advisor at Osaic with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Invesco Distributors, Inc. and Oppenheimer Funds. He also served four years at the New York County District Attorney's Office. Outside his advisory role, he is a committee member of the State of New York Grievance Committee for the 10th Judicial District. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisors and multiple platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios that include a range of securities and alternative investments.

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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Patricia S

Series 63, Series 65

Garden City, NY

OSAIC

Patricia Sobel is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Retirement Advisory Services Corp and Pension & Estate Planners, Inc. prior to joining OSAIC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored portfolio management 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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Matthew C

Series 63, Series 65

Garden City, NY

OSAIC

Matthew Crafa is a financial advisor with OSAIC in Garden City, NY, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with OSAIC since 2007. He is a part-owner and director of Retirement Advisory Service Corp, an investment-related entity. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary accounts across multiple platforms.

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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