W. Amherst, NY Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,832 advisors across 3,563 offices

Location

1400 Sweet Home Road, Suite 7

W. Amherst NY 14228

Advisors at this office

2

Advisors at this office

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Joseph A

Series 63

W. Amherst, NY

OSAIC

Joseph Aliotta is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has worked previously at American Portfolios Financial Services, Inc. and Carroll Financial Services. Outside of his advisory role, he is an independent insurance agent selling life insurance and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, supported by asset-allocation tools and third-party management 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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Kenneth H

Series 66

W. Amherst, NY

OSAIC

Kenneth Hawley II is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services, Inc. for six years and the Lancaster Central School District for fifteen years. Outside of his advisory role, he is involved as an independent insurance agent, selling life insurance policies and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of advisers using various asset-allocation tools and third-party platforms.

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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