Round Rock, TX South Harris Street 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
109 South Harris Street, Suite 220
Round Rock TX 78664
Advisors at this office
4
Advisors at this office
Andrew M
Series 63, Series 65
Round Rock, TX
OSAIC
Andrew Motes is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities, Mass Mutual Investors Services, Metlife Securities, and New England Securities. In addition to his advisory role, Motes offers home and auto insurance services through an independent agency. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a range of strategies and program options supported by a complex network of affiliated entities.
David B
CFP®, Series 63, Series 65
Round Rock, TX
OSAIC
David Boren is a financial advisor with OSAIC in Round Rock, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Lincoln Financial Securities Corporation, MSI Financial Services, Inc., and New England Securities. Outside of his advisory work, he serves as a deacon for the Diocese of Austin and is a board secretary for the Round Rock Police Foundation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.
Bruce B
CFP®, Series 63, Series 65
Round Rock, TX
OSAIC
Bruce Bessner is a CFP® with 38 years of industry experience, currently serving at Osaic since 2025. His prior experience includes roles at Lincoln Financial Securities Corporation, New England Securities, MSI Financial Services, and others. Outside of advisory work, he is a board member and treasurer of the Central Texas Community Foundation and serves on the finance council board of St. John Vianney Church as well as nonprofit boards related to equine-assisted therapy. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with various portfolio management options and is notable for its scale, affiliate network, and integration of multiple custodial and legacy program arrangements.
Christopher C
CFP®, Series 66
Round Rock, TX
OSAIC
Christopher Cybulski is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Osaic since 2025. His prior roles include positions at Lincoln Financial Securities, Edward Jones, and UBS Financial Services. In addition to his advisory work, he is involved in insurance-related activities, offering various insurance products and annuities through his agency in Round Rock, TX. Osaic Wealth serves a wide range of clients, including retail investors, high-net-worth households, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach focused on asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.
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