Palm City, FL 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
Palm City FL
Advisors at this office
3
Advisors at this office
Edward K
Series 65, Series 63
Palm City, FL
OSAIC
Edward Kemm is a financial advisor at Osaic Wealth with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at SagePoint Financial, Lincoln Financial Advisors, Oppenheimer & Co. Inc., and Independent Portfolio Consultants. Outside of advising, he serves as trustee and attorney-in-fact for special needs trusts and is involved in fixed insurance business activities. Osaic Wealth serves a broad mix 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 uses model-based asset allocation and portfolio optimization, supporting a range of investment strategies and third-party manager options.
Jimmey G
Series 63, Series 65
Palm City, FL
OSAIC
Jimmey Green Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife-related firms. Outside of his advisory role, he owns Jimmey E Green Enterprises LLC, a horticulture propagation and irrigation business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services through various programs and employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management.
Richard F
Series 63
Palm City, FL
OSAIC
Richard Forzano 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 31 years. Forzano also served seven years on the City of Milford, CT Board of Education. In addition to his advisory role, he owns and operates Independent Financial Consulting, Inc., providing income tax preparation services and managing accounting and strategic planning. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting multiple investment strategies and custodial arrangements, and is notable for its scale and complex affiliate network.
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