Lake Placid, NY Office

Drew Brown is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the American Management Association and Mirror Lake Inn Resort & Spa. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisors and employs a variety of portfolio construction tools and third-party platforms.

Jeffrey Keyes is a financial advisor with Osaic Wealth, Inc., holding a Series 63 credential and 36 years of industry experience. He has worked at Royal Alliance since 2021 and previously held roles at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Keyes is also a partner in BK Capital LLC, focusing on client origination and service. Osaic Wealth serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.