Hauppauge, NY Wheeler Road Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,832 advisors across 3,562 offices

Location

490 Wheeler Road, Ste 265

Hauppauge NY 11788

Advisors at this office

2

Advisors at this office

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Nagendra S

CFP®, Series 63

Hauppauge, NY

OSAIC

Nagendra Singh is a CFP® with 20 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent 15 years with American Portfolios Financial Services. In addition to his advisory work, he is an adjunct professor at NYU teaching graduate students and is involved in tax preparation through his ownership and management of tax-related businesses. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with a range of managed account solutions and third-party money manager access.

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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Mark G

CFP®, Series 63, Series 65

Hauppauge, NY

OSAIC

Mark Gajowski II is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He previously worked at American Portfolios for 16 years. Outside of his advisory role, he is a volunteer fireman and serves as the financial secretary for the Peconic River Sportsman’s Club, a 501(c)(7) fraternal organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large adviser network, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage 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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