Morgan Stanley Smith Barney

Erm-North America, based in New York, NY, operates under the name Osaic, providing securities and investment advisory services through Osaic Wealth Inc., among other affiliated entities. As a member of FINRA and SIPC, Osaic offers a range of financial services through various broker-dealers and registered investment advisers. The firm emphasizes its commitment to providing a diverse array of investment solutions while maintaining a clear distinction between Osaic Wealth Inc. and its affiliated entities. Clients have options among multiple advisory programs and access to affiliated services tailored to meet their financial needs. Generated from the website

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Raymond James Financial Services is a well-established financial firm based in New York, NY, offering a range of investment and wealth management services to individuals and businesses. With a focus on personalized financial planning and investment strategies, Raymond James Financial Services aims to help clients navigate the complexities of the financial world and achieve their long-term financial goals. Generated from their business information