Somerville, NJ East Main Street Office

Team
Updated today
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OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,847

Across 3,554 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

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

Expertise

Annuities Private / alternative investments

Based on OSAIC

Location

92 East Main Street, Ste. 406

Somerville NJ 08876

Advisors at this office

4

Advisors at this office

user avatar

Andrew R

CFP®, Series 66

Somerville, NJ

OSAIC

Andrew Riviello is a CFP® with 8 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to this, he worked at Securities America Advisors, Inc. and MassMutual, among other firms. He also holds a role as an insurance agent in addition to his advisory work. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization using risk assessments and a variety of managed account options.

Annuities Private / alternative investments
user avatar

Wilson M

Series 66

Somerville, NJ

OSAIC

Wilson Munoz is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Guardian Life Insurance Company. Outside of his advisory work, Munoz is involved in youth soccer training and events through a local community organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services utilizing model-based asset allocation and portfolio optimization across a variety of investment programs.

Annuities Private / alternative investments
user avatar

Daniel W

CFP®, Series 63

Somerville, NJ

OSAIC

Daniel Wilson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors and Guardian Life Insurance Company of America. Outside of his advisory work, he is a partner in several private investment ventures, including real estate and specialty businesses, and is a passive member of the Entrepreneurs Organization. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, multi-advisor platform, and integration of multiple affiliated entities.

Annuities Private / alternative investments
user avatar

Dominick S

Series 66

Somerville, NJ

OSAIC

Dominick Salvatore is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has held positions at Merrill, Northeast Wealth Planners, and Bank of America. Outside of finance, he has experience working in education at Rider University and Rowan College at Burlington County, and previously had a role with De Lorenzo’s Tomato Pies of Bucks County, LLC. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical and risk management tools.

Annuities Private / alternative investments
View complete list of advisors at this office
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