Hauppauge, NY 150 Motor Parkway Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

5

Of 7,828 advisors across 3,562 offices

Location

150 Motor Parkway, Suite 101

Hauppauge NY 11788

Advisors at this office

5

Advisors at this office

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Sean F

Series 66

Hauppauge, NY

OSAIC

Sean Flynn is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, he worked at LPL Financial, LLC from 2021 to 2024. Flynn also operates Strategic Financial and Tax Planning Services, providing tax preparation and accounting services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by proprietary asset-allocation tools and access to a range of 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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Matthew B

Series 63

Hauppauge, NY

OSAIC

Matthew Barbis is a financial advisor with OSAIC, holding a Series 63 credential and bringing 31 years of industry experience. His prior work includes tenures at LPL Financial, Select Benefits Inc., and Creative Wealth Management. He serves as a trustee for St. Joseph's College and holds leadership roles with nonprofit organizations including the Sachem Education Foundation and the Rose Brucia Educational Foundation. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services employing asset-allocation tools and multiple third-party platforms to manage portfolios across various investment types.

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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Guy N

CFP®, Series 63

Hauppauge, NY

OSAIC

Guy Nicosia is a CFP®-designated financial advisor with 35 years of industry experience. He has worked at OSAIC since 2024 and previously at LPL Financial and Royal Alliance, alongside a self-employed practice dating back to 1983. Outside of advisory services, he is a partner at Strategic Tax Planning Services, LLC, and president of Nicosia Management Corp. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services supported by asset-allocation tools, efficient-frontier analysis, and access to third-party money managers and 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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Philip N

CFA®, Series 63

Hauppauge, NY

OSAIC

Philip Nicosia is a CFA® charterholder and holds a Series 63 license with one year of industry experience. He is currently affiliated with OSAIC and Strategic Financial & Tax Planning Services, having previously worked at Paychex, Inc. and Manning & Napier Advisors, Inc. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various 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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John N

Series 63, Series 66

Hauppauge, NY

OSAIC

John Nicosia is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Royal Alliance. Outside of his advisory role, he serves as Vice President of Strategic Financial & Tax Planning Services, which prepares and services personal and business tax returns. OSAIC serves a broad mix of retail and institutional clients 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, and access to third-party money managers and wrap programs.

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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