Rochester, NY 350 Linden Oaks Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,832 advisors across 3,562 offices

Location

350 Linden Oaks, Suite 140

Rochester NY 14625

Advisors at this office

2

Advisors at this office

user avatar

Donald S

Series 63, Series 65

Rochester, NY

OSAIC

Donald Savino Jr. is a financial advisor at OSAIC in Rochester, NY, holding Series 63 and Series 65 credentials with 40 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Private Advisor Group, LLC, and LPL Financial, LLC. Outside of advisory work, he serves as treasurer of the Livingston Country Club, overseeing the club’s finances. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and advisory services along with access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Amy O

Series 66

Rochester, NY

OSAIC

Amy Olson is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has been associated with FourBridges Financial Group for ten years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")