About Osaic Wealth, Inc.

 

At Osaic Wealth, Inc. we are part of one of the largest networks of independent advisors in America.  We are a registered broker-dealer and registered investment advisor and members of FINRA and SIPC.  Osaic Wealth, Inc. is privately held with revenues in excess of $3 billion. 

 

Osaic offers brokerage clearing support through Pershing, LLC; the world’s largest provider of brokerage services to independent professionals.

Pershing has been a leading global provider of financial business solutions for 85 years. In addition to SIPC protection, accounts held at Pershing have coverage in excess of SIPC limits through Lloyd’s of London.  Pershing’s parent company, the Bank of New York Mellon, has over $33 trillion in assets under custody and / or administration and was founded by Alexander Hamilton in 1784.