South Pasadena, CA Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,832 advisors across 3,562 offices

Location

1101 Fremont Ave, Suite 201

South Pasadena CA 91030

Advisors at this office

3

Advisors at this office

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Arnaud B

Series 63, Series 65

South Pasadena, CA

OSAIC

Arnaud Berry is a financial advisor with OSAIC in South Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018 before joining OSAIC in 2018. Outside of his advisory role, he is involved as a principal at Zahorik Financial & Insurance Services. 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 supported by various asset-allocation tools and third-party manager solutions.

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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Rhandy A

Series 63, Series 66

South Pasadena, CA

OSAIC

Rhandy Arzaga is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he provides administrative support for a financial and insurance services business focused on non-securities duties. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm employs a range of advisory platforms and third-party solutions to offer integrated brokerage, investment advisory, financial planning, and managed account services.

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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Leroy K

Series 63

South Pasadena, CA

OSAIC

Leroy Kawai is a financial advisor with OSAIC, holding a Series 63 license and having 33 years of industry experience. His career includes roles at Royal Alliance Associates and Signator Investors, along with a long tenure at Pacific Bridge. He serves as Vice President of the Citrus Estate Planning Council, a local chapter of the National Association of Estate Planning Councils, assisting with program planning. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and managed-account solutions. The firm utilizes asset-allocation tools and supports 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
View complete list of advisors at this office
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