Marlton, NJ Eves Drive Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors (including high‑net‑worth and non‑HNW households), retirement plan sponsors and participants, charities, and corporate clients. It offers both brokerage and advisory services across a range of programs — including comprehensive financial planning, advisor‑managed wrap and non‑wrap portfolios, Unified Managed Accounts, third‑party money manager programs, and retirement plan consulting — many of which are delivered through affiliated broker‑dealer and RIA relationships.
The firm’s investment process emphasizes model‑based asset allocation and portfolio optimization supported by risk‑tolerance questionnaires, efficient frontier analysis, and rebalancing tools; advisors can implement discretionary UMA or advisor‑managed strategies, impose client restrictions, or select third‑party managers and proprietary “Enterprise Strategist” models. Osaic also maintains multiple custodial and legacy program arrangements (including accounts transitioned from earlier mergers), and makes alternative investments available via third‑party platforms that perform initial and ongoing due diligence.
Compared with peers, Osaic is notable for its scale and recent consolidation activity, its complex affiliate network (broker‑dealer, asset managers, insurance and trust affiliates) and private‑equity ownership that influence its platform economics and product offerings. The firm also operates multiple lending and cash‑management programs and receives third‑party platform and revenue‑sharing arrangements — matters it discloses as potential conflicts of interest — and has had several recent regulatory disclosures and enforcement matters that led to enhanced controls and independent reviews.
Based on OSAIC
Location
1 Eves Drive, Suite 111
Marlton NJ 08053
Advisors at this office
3
Advisors at this office
Victor G
Series 66
Marlton, NJ
OSAIC
Victor Garrido Pollan is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for six years. Outside of advising, he is involved in providing CPA, tax, and accounting services through multiple entities and offers financial literacy education as president of The Mentor CPA Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, operating through a multi-advisor platform with a complex affiliate network and private-equity ownership.
Brian G
Series 63, Series 65, Series 66
Marlton, NJ
OSAIC
Brian Greenberg is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Lincoln Financial Advisors for nine years. He also owns a tax preparation business and is an insurance agent offering various insurance products. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, through a multi-advisor platform that provides both brokerage and advisory services. The firm uses a model-based investment process with portfolio optimization tools and offers discretionary and non-discretionary management options across multiple product programs.
Michael S
Series 63, Series 65
Marlton, NJ
OSAIC
Michael St. Amour is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2007. He is also the owner and president of Capital Benefit Consultants Inc., an employee benefits and insurance firm. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process and multiple program options.
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