Orchard Park, NY N. Buffalo Rd Office

Team
Updated today
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OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,830

Across 3,555 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

3870 N. Buffalo Rd

Orchard Park NY 14127

Advisors at this office

5

Advisors at this office

user avatar

Kristine B

Series 63, Series 65

Orchard Park, NY

OSAIC

Kristine Buchband is a financial advisor at OSAIC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank and FSC Securities Corp. She also operates a sole proprietorship as an insurance agent offering potential life insurance and fixed annuity sales to existing clients. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Annuities Private / alternative investments
user avatar

Gregory M

Series 63

Orchard Park, NY

OSAIC

Gregory Merkle is a financial advisor at OSAIC with 37 years of industry experience and holds a Series 63 designation. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of his advisory role, he serves on several nonprofit boards, including as president of The Iroquois Foundation, and holds positions such as a licensed ordained minister and local planning board statutory agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various managed account programs and third-party managers.

Annuities Private / alternative investments
user avatar

James W

Series 63

Orchard Park, NY

OSAIC

James Willson is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has worked at firms including FSC Securities and Raymond James Financial Services Advisors, INC. Willson is also a licensed life insurance agent. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of investment strategies and client types.

Annuities Private / alternative investments
user avatar

Jeffrey V

Series 63

Orchard Park, NY

OSAIC

Jeffrey Vanremmen is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 26 years before joining OSAIC in 2023. He is also a sole proprietor insurance agent involved in life insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and various managed account strategies.

Annuities Private / alternative investments
user avatar

Kent H

Series 63, Series 65

Orchard Park, NY

OSAIC

Kent Hilton is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SPC and Sigma Financial Corporation for 15 years each. Outside of advising, he volunteers with the Rotary Club of Hamburg and assists a local manufacturer with trade show preparations. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by risk assessments and rebalancing tools.

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