Macon, GA Ingleside Avenue Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth, Inc. serves a broad mix of retail and institutional clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations — through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, unified managed accounts, advisor‑managed portfolios, and access to third‑party money managers and wrap programs.
The firm’s advisers use firm‑provided asset‑allocation tools, risk‑tolerance questionnaires, efficient‑frontier analysis, and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs and alternative investments; accounts can be managed on either a discretionary or non‑discretionary basis and clients may impose reasonable investment restrictions. Osaic also supports legacy platform programs and transitions (including accounts transferred from prior mergers) and makes available third‑party services such as Envestnet and SEI for model and managed‑account solutions.
What is noteworthy about Osaic relative to many peers is its complex corporate and platform footprint — including multiple mergers that consolidated broker‑dealer and RIA businesses, significant private‑equity ownership, and an established connection to an alternative‑investment distribution platform — and its use of a variety of third‑party commercial arrangements (revenue sharing, platform payments and other referral or structuring arrangements). The firm has also disclosed multiple regulatory enforcement matters in recent years (including SEC orders and penalties) and maintains advisor recruitment and transition programs and lender‑linked services (sweep and lending arrangements and advisor loan/acceleration incentives) that create identifiable conflicts of interest which the firm discloses and says it manages.
Based on OSAIC
Expertise
Based on OSAIC
Location
2411 Ingleside Avenue
Macon GA 31204
Advisors at this office
3
Advisors at this office
Andrew M
Series 63, Series 66
Macon, GA
OSAIC
Andrew Moore is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors and Trinity Underwriting Managers Inc. Outside of advisory services, he acts as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance through Ingleside Financial Group. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios utilizing a wide range of investment products and supports both discretionary and non-discretionary account management.
Charles M
CFP®, Series 66
Macon, GA
OSAIC
Charles Moore Sr. is a CFP® and holds a Series 66 license with 46 years of industry experience. He is currently at Osaic, where he has worked since 2024, following nine years at Lincoln Financial Advisors and ongoing involvement with Ingleside Financial Group LLC since 2009. Outside of his advisory work, he serves as a church elder in Greensboro, GA. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk assessments, and automated rebalancing, offering portfolios with a range of securities managed on both discretionary and non-discretionary bases.
Crawford E
Series 66
Macon, GA
OSAIC
Crawford Edwards Jr. is a financial advisor with OSAIC in Macon, GA, holding a Series 66 credential and 13 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and has been associated with Martin Snow, LLP since 1989. Edwards serves as CEO of the Taylor Stevens Foundation and holds director roles with several nonprofit organizations, including Wesley Glen Ministries and the Louise B Mathews Foundation. He is also an adjunct professor at Mercer University School of Law, teaching estate planning and tax law. OSAIC serves a diverse client base ranging from individuals to institutional investors, providing integrated brokerage, investment advisory, and financial planning services. The firm utilizes advanced portfolio construction tools and offers access to various third-party money managers and managed account platforms.
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