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| Type | Osaic |
|---|---|
| Industry | Wealth Management Firm |
| Headquarters | Phoenix, AZ , United States |
Key people | Jamie Price (CEO), Greg Cornick (President), Kristen Kimmell (EVP Business Development), Erinn Ford (EVP Advisor Engagement and Head of Independent Channels), Steve Amarante (President of Osaic Institutes), Ed Swenson (EVP & President of RIA Solutions Channel), Tim Hodge (EVP Trading & Operations), Jen Roche (EVP Marketing & Communications), Nina McKenna (Chief Legal Officer and General Counsel), Jon Frojen (Chief Financial Officer), Larry Fisher (Chief Human Officer), Cindy Hamel (EVP Business Transformation), Dimple Shah (EVP of Corporate Strategy), Matt Schuleter (President of Products & Platforms), Ed Obuchowshki (Chief Technology Officer), |
| Website | https://osaic.com/ |
Osaic, formerly known as Advisor Group, is a network of independent wealth management firms.[1] With its headquarters in Phoenix, Arizona, it is one of the largest network of independent broker-dealers in the US, with over 10,000 registered representatives, many of whom are also investment advisors.[2] There are multiple broker-dealers that constitute Osaic.
The CEO of Osaic is Jamie Price.[3]
Acquisitions
In 2019, Osaic acquired Ladenburg Thalmann Financial Services valued at $1.3 billion. The deal closed in the first half of 2020.[4]
In May 2022, Osaic acquired Infinex Financial Holdings and in June of that same year acquired American Portfolios Financial Services.[5][6]
References
- ↑ "Advisor Group Builds Out Leadership With Two New Hires". Wealth Management. May 6, 2022. Retrieved January 5, 2023.
- ↑ "Joby Gruber Out at AIG – Articles – Financial Planning". Retrieved April 10, 2023.
- ↑ Berman, Jeff; AM, 2020 at 11:06. "Advisor Group Rolls Out Updated UMA Platform". ThinkAdvisor. Retrieved August 21, 2020.
{{cite web}}: CS1 maint: numeric names: authors list (link) - ↑ "Advisor Group to Acquire Ladenburg in $1.3 Billion Deal". AdvisorHub. November 12, 2019. Retrieved October 24, 2022.
- ↑ Welsch, Andrew. "Advisor Group Buys $40 Billion Independent Broker-Dealer". www.barrons.com. Retrieved January 16, 2023.
- ↑ Levaux, Janet. "Advisor Group to Buy $40B American Portfolios". ThinkAdvisor. Retrieved January 16, 2023.
External links
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