Hauppauge, NY Kings Highway Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

5

Of 7,828 advisors across 3,562 offices

Location

38 Kings Highway

Hauppauge NY 11788

Advisors at this office

5

Advisors at this office

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Andrew C

Series 66

Hauppauge, NY

OSAIC

Andrew Cameron is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance. Outside of his advising role, Cameron has been a business teacher in the South Country Central School District since 1998 and serves as an assistant swim coach for the Sayville swim team. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified 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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George S

CFP®, Series 63

Hauppauge, NY

OSAIC

George Sucich is a CFP® with 42 years of industry experience, currently serving as a financial advisor at OSAIC since 2017. He previously worked for National Planning Corporation for 14 years. Outside of his advisory role, he is the executive owner of George N Sucich Assoc, Inc., which provides tax preparation and occasional life and health insurance sales. OSAIC Wealth, Inc. 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, and access to third-party money managers, using a range of tools including asset-allocation models and automated rebalancing to manage portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Christopher S

Series 63, Series 65

Hauppauge, NY

OSAIC

Christopher Santini is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Royal Alliance and National Planning Corporation. Santini is a partner in Santini & Tastrom LLC, a financial advisory partnership. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios tailored to client needs.

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 L

Series 63, Series 65

Hauppauge, NY

OSAIC

Robert Lyons is a financial advisor with OSAIC in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Royal Alliance from 2017 and National Planning Corporation from 2003 to 2017. Outside of his advisory role, Lyons is a partner in an apple orchard business, Southern Tier Apples LLC. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, and charitable organizations, offering brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

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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Christopher T

ChFC®, Series 63, Series 65

Hauppauge, NY

OSAIC

Christopher Trombetta is a financial advisor at Osaic with 32 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2016, he spent 22 years with TIAA-CREF. Trombetta serves as a board member of the John T. Schroeder Foundation, a nonprofit that awards scholarships to local high school graduates. Additionally, he is involved in tax preparation and the sale of fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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