Herkimer, NY Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,820 advisors across 3,559 offices

Location

402 N Prospect St.

Herkimer NY 13350

Advisors at this office

2

Advisors at this office

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Austin V

Series 65, Series 63

Herkimer, NY

OSAIC

Austin Vanderhoof is a financial advisor at OSAIC with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Equity Services Inc, National Life Group, and First Source FCU. Vanderhoof is also involved with several advisory entities, including The Precision Financial Group and Excelsior Wealth Partners, where he performs client communications and advisory services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and automated portfolio rebalancing across multiple investment vehicles.

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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Derek M

Series 63

Herkimer, NY

OSAIC

Derek Meka is a financial advisor with Osaic Wealth, Inc. He holds a Series 63 designation and has 12 years of industry experience. Derek's prior roles include positions at The Vermont Agency, Equity Services, Inc., Pruco Securities, LLC, and Prudential Insurance Company of America. Outside of advisory work, he is co-owner of Superior Fence Company and a member of Kiwanis of Frankfort, a nonprofit focused on community fundraising. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services with a variety of portfolio construction tools and access to third-party managers.

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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