Pittsburgh, PA 2551 Washington Road 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
2551 Washington Road, Suite 820 A
Pittsburgh PA 15241
Advisors at this office
3
Advisors at this office
Kaitlyn C
CFP®, Series 66
Pittsburgh, PA
OSAIC
Kaitlyn Colditz is a CFP® professional with 10 years of industry experience, currently affiliated with OSAIC since 2024. Her prior work includes roles at Securities America Advisors and Securities America, Inc., as well as CVS Health. She is also commissioned as a Notary Public for the Commonwealth of Pennsylvania. 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 focus on model-based asset allocation and portfolio optimization, supported by various managed account programs and a complex affiliate network.
Jennifer D
Series 66
Pittsburgh, PA
OSAIC
Jennifer Dagnal is a financial advisor at Osaic Wealth with three years of industry experience and holds a Series 66 designation. Prior to joining Osaic, she worked at Securities America, Inc. and Golden Strategies Financial Group, and has a background that includes three years at Howmet Aerospace, Inc. She has been involved in client meeting preparation and assistance through her sole proprietorship, Golden Strategies Financial Group. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm utilizes a model-based investment approach with features such as portfolio optimization, discretionary management options, and access to alternative investments via third-party platforms.
Thomas S
Series 63, Series 65
Pittsburgh, PA
OSAIC
Thomas Stroyne is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with OSAIC since 2024 and previously spent over two decades with Golden Strategies Financial Group and Securities America Advisors, Inc. Stroyne also serves as an officer for a local homeowners association in Venetia, PA. 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 various programs, employing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and advanced portfolio tools.
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