Gilbert, AZ 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
Gilbert AZ
Advisors at this office
3
Advisors at this office
Brian N
Series 66
Gilbert, AZ
OSAIC
Brian Nimr is a financial advisor at OSAIC with three years of industry experience and a Series 66 designation. His prior work includes roles at Waldron Partners and TravisMathew. Outside of advising, he works as a sports journalist, tracking live sports data. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers. The firm offers a range of financial planning and investment advisory services, using various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes.
Reed L
CFP®, Series 63, Series 65
Gilbert, AZ
OSAIC
Reed Lefevre is a CFP® credentialed financial advisor with 39 years of industry experience. He has worked at FSC Securities Corporation for 33 years before joining Osaic in 2023. Lefevre operates a sole proprietorship focusing on life insurance and annuity sales and service. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, and access to multiple third-party investment platforms.
Mitchal D
Series 63, Series 65
Gilbert, AZ
OSAIC
Mitchal Degandi is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services and MassMutual. He is also involved with Cedar Creek Financial Group, where he provides life and health insurance sales along with financial planning and investment advisory services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm utilizes firm-provided tools and third-party platforms to construct portfolios across various asset classes.
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