Osaic, a provider of wealth management strategies, has announced that IDT Capital Group, an independent wealth management firm based in Melville, NY., has joined Osaic through New York Financial Partners (NYFP), an Osaic office of supervisory jurisdiction (OSJ). Led by financial adviser David Calderon, the firm transitions from LPL Financial and oversees approximately $186 million in client assets.
After more than a year of due diligence evaluating potential platform partners, Calderon selected Osaic for its expanded technology capabilities, enhanced trading access and alignment with his long-term vision for client service. A key factor in the decision was identifying an OSJ partner that could support a seamless and efficient transition while enabling future growth.
Through Osaic’s platform and the operational support of OSJ Howard Asch and his NYFP team, IDT Capital Group gains access to tools designed to enhance productivity, scalability and flexibility — allowin
