Westbrook, ME Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,557 offices

Location

506 Main Street, Suite 14

Westbrook ME 04092

Advisors at this office

2

Advisors at this office

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Sarah C

CFP®, Series 66

Westbrook, ME

OSAIC

Sarah Cyr is a CFP® with five years of industry experience, currently serving as a financial advisor at OSAIC since 2025. She previously worked at Lincoln Financial Securities for six years and has experience in the healthcare sector with MaineHealth. Outside of her advisory role, Sarah is also an agent involved in the sale and service of disability, long-term care, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisers and platforms. The firm offers integrated brokerage and advisory services with access to a wide range of investment options and third-party money managers, supported by various asset-allocation and portfolio management tools.

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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Christine M

Series 66

Westbrook, ME

OSAIC

Christine Morin is a Series 66 credentialed financial advisor at OSAIC with one year of industry experience. Her background includes roles at Viridian Financial, Rountree Financial, and various positions outside the financial sector. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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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