Salem, NH Keewaydin Drive Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

5

Of 7,832 advisors across 3,562 offices

Location

23 Keewaydin Drive, Suite 205

Salem NH 03079

Advisors at this office

5

Advisors at this office

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Nathan A

Series 63, Series 65

Salem, NH

OSAIC

Nathan Auclair is a financial advisor with OSAIC in Salem, NH, holding Series 63 and Series 65 credentials and having 32 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. for 24 years. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in general office administration and fixed insurance sales and marketing. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and offers brokerage, advisory, and consulting services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment vehicles.

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

CFP®, ChFC®, Series 63

Salem, NH

OSAIC

Michaela Scott is a CFP® and ChFC® with 17 years of industry experience, currently serving at OSAIC since 2018. Prior to that, she worked at Jhfn Sii for nine years. In addition to her financial advisory work, she has been involved with Petey's Summertime Seafood Bar and Grill for over 17 years and holds leadership roles as co-chair of the Saint Anselm College Economics and Business Advisor Council and president of the American College of Financial Services Alumni Council. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and portfolio management strategies and operates a complex platform with multiple mergers, private-equity ownership, and extensive third-party commercial arrangements.

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

CFP®, ChFC®, Series 63

Salem, NH

OSAIC

Steven Balloch is a CFP® and ChFC® with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at S.I.I. for 15 years. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in the sale of fixed insurance products and general office administration. Additionally, he is a Notary Public in the state of New Hampshire. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and advisory, financial planning, and managed accounts, utilizing various asset-allocation tools and third-party platforms to support investment strategies.

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

Series 65, Series 63

Salem, NH

OSAIC

Cameron Egan is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and UBS Financial Services. Outside of his advisory work, he is involved with Pointes North Wealth Management, LLC, engaging in sales and marketing of securities and insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

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

Series 63, Series 65

Salem, NH

OSAIC

Matthew Rigatti is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cantella & Co., Inc., Signator Financial Services, Inc., Jhfn Sii, and John Hancock. Outside of his advisory role, he operates a sole proprietorship offering fixed protection insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by advanced portfolio construction tools and access to multiple third-party money managers and platforms.

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