Raleigh, NC Glenwood Avenue 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
3101 Glenwood Avenue, Suite 103
Raleigh NC 27612
Advisors at this office
3
Advisors at this office
William T
Series 66
Raleigh, NC
OSAIC
William Teague Jr. is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment and Capital Analysts Incorporated. In addition to his advisory role, he is president of Fidelity Capital Management, where he provides financial solutions to clients, and operates a sole proprietorship focused on life insurance, fixed annuities, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.
Corbin H
Series 66
Raleigh, NC
OSAIC
Corbin Holder is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Enterprise, PRUCO Securities, and Stifel. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services that include comprehensive financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various risk and rebalancing tools.
William T
Series 66
Raleigh, NC
OSAIC
William Teague is a Series 66-licensed financial advisor with 50 years of industry experience. He is currently affiliated with OSAIC and has held roles at Royal Alliance, Lincoln Investment, and Capital Analysts, Incorporated. He also serves as Vice President of Fidelity Capital Management and works as a life insurance settlement agent and fixed insurance product solicitor. OSAIC Wealth serves a wide range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a variety of managed account options supported by proprietary tools and third-party managers.
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