Millersville, MD Office

Team
Updated today
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OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,847

Across 3,554 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

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

Expertise

Annuities Private / alternative investments

Based on OSAIC

Location

8684 Veterans Highway, Suite 202

Millersville MD 21108

Advisors at this office

4

Advisors at this office

user avatar

Robert S

CFP®, Series 63, Series 65

Millersville, MD

OSAIC

Robert Stachura is a CFP® professional with 37 years of experience in the financial industry. He is currently with OSAIC and previously worked at Lincoln Financial Advisors Corp for 19 years and Cincinnati Analysts, Inc. for six years. Outside of advisory work, he owns a legal entity unrelated to investments. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach that includes portfolio optimization and risk management tools.

Annuities Private / alternative investments
user avatar

Pratt R

Series 66

Millersville, MD

OSAIC

Pratt Rexford is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Annuities Private / alternative investments
user avatar

Darren S

Series 66

Millersville, MD

OSAIC

Darren Sweeney is a financial advisor at Osaic with 19 years of industry experience, holding a Series 66 credential. He previously worked at Lincoln Financial Advisors for 18 years before joining Osaic in 2025. Outside of his advisory role, Sweeney owns a separate entity for warehousing and property purchases and is actively involved in offering a range of insurance products through his own agency. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting both discretionary and managed strategies across multiple custodial and third-party platforms.

Annuities Private / alternative investments
user avatar

Andrew F

Series 66

Millersville, MD

OSAIC

Andrew Frazier is an advisor at OSAIC Wealth, Inc. with Series 66 credentials and one year of industry experience. His prior work experience includes roles at Thrivent Financial, Thrivent Investment Management Inc, and several hospitality positions. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and maintaining a complex affiliate network.

Annuities Private / alternative investments
View complete list of advisors at this office
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