St. Petersburg, FL Executive Center Drive West Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

9

Of 7,832 advisors across 3,562 offices

Location

877 Executive Center Drive West

St. Petersburg FL 33702

Advisors at this office

9

Advisors at this office

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Kevin A

Series 63, Series 66

St. Petersburg, FL

OSAIC

Kevin Anderson is a financial advisor with Osaic Wealth, Inc. based in St. Petersburg, FL. He holds Series 63 and Series 66 designations and has 19 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, Transamerica Financial Advisors, World Group Securities, Wfg, and Intersecurities, Inc. Osaic Wealth, Inc. serves a diverse range of clients, including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to various third-party money managers. The firm employs a range of asset-allocation tools and investment strategies across multiple platforms to create portfolios for clients on discretionary or non-discretionary bases.

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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Lang A

Series 66

St. Petersburg, FL

OSAIC

Lang Adams is a financial advisor with OSAIC based in St. Petersburg, FL. He holds the Series 66 designation and has 19 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across multiple investment types.

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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Tonita A

Series 63, Series 66

St. Petersburg, FL

OSAIC

Tonita Arthur is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Royal Alliance and several BBVA-affiliated firms since 2015. Arthur is based in St. Petersburg, FL. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering services including brokerage, financial planning, retirement consulting, and access to third-party money managers. The firm employs advanced portfolio construction 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
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Liam H

Series 66

St. Petersburg, FL

OSAIC

Liam House Myers is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates Inc. and Sii. 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 integrated brokerage and investment advisory services, using various tools and platforms to construct portfolios across multiple asset classes.

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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Daniel M

Series 66, Series 63

St. Petersburg, FL

OSAIC

Daniel Martinez is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Royal Alliance since 2019 and T Rowe Price since 2016. Outside of his advisory work, he is involved in e-commerce, buying and selling items on eBay and Amazon. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third‑party money managers, utilizing various asset-allocation tools and portfolio management 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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Chris S

Series 66

St. Petersburg, FL

OSAIC

Chris Savorelli is a financial advisor with OSAIC holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Advisor Group, MetLife, Van Eck Associates Corporation, Van Eck Securities Corporation, Saint Leo University, and Raymond James & Associates. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employs various asset-allocation tools, and provides access to third-party money managers and managed-account 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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Renee B

CFP®, Series 63, Series 65

St. Petersburg, FL

OSAIC

Renee Benoit is a CFP® with 33 years of industry experience, currently affiliated with OSAIC in St. Petersburg, FL. She has held previous roles at Royal Alliance Associates, Inc., Signator Inv Inc, Snyder Financial Group, and The Strategic Financial Alliance. Additionally, Renee works as a tax associate at H&R Block, assisting clients with tax return preparation. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and multiple advisory platforms, offering integrated brokerage and advisory services along with access to third-party money managers and various investment 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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Donna F

Series 66

St. Petersburg, FL

OSAIC

Donna Freeney is a financial advisor with OSAIC in St. Petersburg, FL, holding a Series 66 designation and 34 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. 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 integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

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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Alison F

Series 63, Series 66

St. Petersburg, FL

OSAIC

Alison Foster is a financial advisor at OSAIC with 27 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Osaic Wealth Inc. since 2026. Prior to that, she held advisory roles at Raymond James Financial Services Advisors, Inc. and INVEST Financial Corp. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of integrated brokerage and advisory services, utilizing tools such as asset-allocation models and risk-tolerance assessments to manage portfolios that may include various asset types on both discretionary and non-discretionary bases.

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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