Lynbrook, NY 303 Merrick Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$226,799,325,150
ClientsTotal clients
569,367
AdvisorsAdvisors at this office
2
Of 7,832 advisors across 3,563 offices
Location
303 Merrick Road, Suite 502
Lynbrook NY 11563
Advisors at this office
2
Advisors at this office
John Z
Series 66
Lynbrook, NY
OSAIC
John Zupka III is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services Inc. and Cetera Advisors. Zupka is also the secretary of James' Journey, a nonprofit focused on mental health awareness and suicide prevention. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions, using asset-allocation tools and risk assessment to manage portfolios across multiple platforms.
Harry K
Series 63
Lynbrook, NY
OSAIC
Harry Katz is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and previously worked at American Portfolios Financial Services, Inc. and Northeast Securities LLC. Katz also operates Harry Katz & Associates, where he is involved in life insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers through a range of investment platforms and tools.
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