Greenville, PA 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
320 Main Street
Greenville PA 16125
Advisors at this office
4
Advisors at this office
Joseph H
CFP®, Series 63
Greenville, PA
OSAIC
Joseph Henegan is a CFP® professional with 40 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance Associates since 2007 and FSC Securities Corporation prior to that. Outside of his advisory work, Henegan serves as a township auditor and treasurer for the Jamestown Area School District Foundation. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a range of investment programs and operates through a complex affiliate network with private-equity ownership.
Zachary H
Series 66
Greenville, PA
OSAIC
Zachary Henegan is a financial advisor with OSAIC based in Greenville, PA, holding a Series 66 designation and nine years of industry experience. He has worked at Royal Alliance Associates since 2017 and operates Henegan Financial Services, a sole proprietorship focused on research and office administration. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform that uses model-based asset allocation and portfolio optimization strategies.
Tyler W
Series 66
Greenville, PA
OSAIC
Tyler Wasser is a financial advisor at Osaic with six years of industry experience. He holds a Series 66 designation and has worked with firms including Grenville Savings Bank and Citizens Securities, Inc. Outside of his advisory role, he is a Notary Public. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach utilizing asset allocation, portfolio optimization, and various managed account strategies.
Noah R
Series 66
Greenville, PA
OSAIC
Noah Richardson is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked at Osaic Wealth, INC and Henegan Financial Services since 2024. Prior to his advisory career, he gained experience in various roles outside of finance. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.
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