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Osaic Adds $210 Million Latitude Wealth Advisors

Editorial Staff March 13, 2024

Osaic Adds $210 Million Latitude Wealth Advisors

The latest moves and appointments in wealth management in the Americas.

Osaic, the US wealth management services providers, has added Latitude Wealth Advisors, which is based in Hauppauge, New York. The firm used to be affiliated with Ameriprise Financial.

Latitude serves families and businesses, representing $210 million in total client assets. 

The Latitude partnership includes wealth advisors Robert Martino, Jason Harris, Anthony Martino, and Mark Harris. 

"We were seeking a new partner for the next chapter of our growth, and Osaic and Affiliated Advisors provided the clearest choice based on the breadth and depth of their platform, combined with the personalized service, value-added resources and specialized experts," Martino said.

Latitude's move into Osaic's embrace was done via Affiliated Advisors, a large enterprise “Office of Supervisory Jurisdiction,” or OSJ. Affiliated Advisors, which was founded 30 years ago, serves more than 100 advisors and 60 staff, representing more than $4 billion in client assets. 

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