Worcester, MA Millbrook St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$226,799,325,150
ClientsTotal clients
569,367
AdvisorsAdvisors at this office
3
Of 7,832 advisors across 3,562 offices
Location
67 Millbrook St, Suite 406 South
Worcester MA 01606
Advisors at this office
3
Advisors at this office
Samantha F
Series 63, Series 66
Worcester, MA
OSAIC
Samantha Fleming is a financial advisor at OSAIC with 15 years of industry experience. She previously worked at SagePoint Financial for 10 years before joining OSAIC in 2023. Fleming holds Series 63 and Series 66 licenses. She is also involved with Scott Advisory Group, providing financial planning services. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.
Ronald S
Series 63, Series 65
Worcester, MA
OSAIC
Ronald Scott is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior work includes long tenures at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. Outside of his advisory work, he owns a sole proprietorship making custom bamboo fly rods by hand. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage, advisory, and retirement plan consulting services, utilizing a range of investment tools and third-party solutions to manage portfolios tailored to client needs.
Charles S
Series 63, Series 66
Worcester, MA
OSAIC
Charles Sears is a financial advisor with OSAIC based in Worcester, MA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at OSAIC since 2023 and previously at Sagepoint Financial, Inc. and Delta Global Asset Management. He is also president and treasurer of Anchor Wealth Management, Inc. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services including financial planning, retirement consulting, and unified managed accounts. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across a diverse range of investments.
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