Reston, VA Parkridge Blvd. Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth, Inc. serves a broad mix of retail and institutional clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations — through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, unified managed accounts, advisor‑managed portfolios, and access to third‑party money managers and wrap programs.
The firm’s advisers use firm‑provided asset‑allocation tools, risk‑tolerance questionnaires, efficient‑frontier analysis, and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs and alternative investments; accounts can be managed on either a discretionary or non‑discretionary basis and clients may impose reasonable investment restrictions. Osaic also supports legacy platform programs and transitions (including accounts transferred from prior mergers) and makes available third‑party services such as Envestnet and SEI for model and managed‑account solutions.
What is noteworthy about Osaic relative to many peers is its complex corporate and platform footprint — including multiple mergers that consolidated broker‑dealer and RIA businesses, significant private‑equity ownership, and an established connection to an alternative‑investment distribution platform — and its use of a variety of third‑party commercial arrangements (revenue sharing, platform payments and other referral or structuring arrangements). The firm has also disclosed multiple regulatory enforcement matters in recent years (including SEC orders and penalties) and maintains advisor recruitment and transition programs and lender‑linked services (sweep and lending arrangements and advisor loan/acceleration incentives) that create identifiable conflicts of interest which the firm discloses and says it manages.
Based on OSAIC
Expertise
Based on OSAIC
Location
10701 Parkridge Blvd., Suite 130
Reston VA 20191
Advisors at this office
3
Advisors at this office
James S
Series 63, Series 66
Reston, VA
OSAIC
James Skorupski is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. He is also involved as a financial advisor and manager at Actaeon Wealth Management LLC. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms to construct portfolios tailored to client needs.
Anothoune P
Series 63, Series 65
Reston, VA
OSAIC
Anothoune Phimmasone is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Sharebuilder 401k, and Capital One Financial Advisors. Phimmasone is a managing partner of P.I.M. CAPITAL, an LLC focused on fixed annuity and insurance business. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs quantitative tools and third-party managers to construct diversified portfolios and supports various legacy programs and account transitions.
Kevin S
Series 66
Reston, VA
OSAIC
Kevin Sourk is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Sharebuilder 401k, and Capital One Financial Advisors. Outside of his advisory role, he manages Actaeon Wealth Management LLC and provides insurance quotes and recommendations through his sole proprietorship. OSAIC serves a wide range of clients including individual, high-net-worth, institutional, and charitable investors through an extensive network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided tools to construct diversified portfolios across various asset classes.
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