Ocala, FL SW 60th Ave 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
7380 SW 60th Ave, Suite 4
Ocala FL 34476
Advisors at this office
3
Advisors at this office
Alexander G
Series 66
Ocala, FL
OSAIC
Alexander Green Ortiz is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at Comprehensive Financial Advisors and Acorn Tax and Wealth Advisors prior to joining OSAIC. Outside of his advisory role, Ortiz is a sole proprietor of AGO & Associates, where he sells and services health insurance, annuities, and life insurance products. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party managed strategies.
Kevin L
Series 63
Ocala, FL
OSAIC
Kevin Ledzian is a financial advisor at Osaic Wealth with 28 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Financial Securities for 17 years prior to joining Osaic in 2025. In addition to his advisory work, he is a chess coach providing private tutoring for both scholastic and adult students. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party-managed strategies.
Austin V
Series 65, Series 63
Ocala, FL
OSAIC
Austin Vealey is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Lincoln Financial Securities and J. W. Cole Advisors. Outside his advisory role, Vealey owns and operates Acorn Tax and Wealth Advisors, providing tax analysis and consulting services for small businesses and individuals. OSAIC serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with a model-based investment approach that includes asset allocation, portfolio optimization, and a variety of advisory and brokerage services.
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