Osaic, a provider of wealth management strategies, has announced that Gateway Investments and Retirement Advisory Services Corp, a Garden City, N.Y. –based advisory team led by managing director Thomas Santucci, have transitioned to the firm’s Empowered Independence (W-2) channel.
The team oversees approximately $1.5 billion in assets under administration (AUA) and includes six advisers. Santucci and team have been affiliated with Osaic since 2004 through its 1099 channel. The move reflects a strategic decision to streamline operations and dedicate more time to client relationships while accelerating the development of the firm’s next generation of advisers.
By leveraging Osaic’s integrated platform, Gateway Investments gains access to enhanced operational support, advanced technology and dedicated resources designed to help advisors scale more efficiently.
Gateway Investments provides comprehensive wealth management, retirement planning and estate plann
