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Financial Advisory  + RIAs & Financial Advisors  | 
Osaic Adds $164M FA From Santander Securities

Osaic Adds $164M FA From Santander Securities  

Osaic Wealth has lured a financial advisor from Santander Securities, where he oversaw about $164 million in assets under administration. 

The advisor, Chris Livingston, based in Brooklyn, New York, joined Osaic’s affiliated firm, Oakfield Wealth Management Group on January 8, an Osaic spokesperson confirmed to Connect Money. 

Manhasset, NY-based Oakfield Wealth Management Group is an Osaic-affiliated team and is led by private wealth advisor Anthony Macaluso. The firm provides investment management, retirement planning, insurance services, and financial planning, according to its website. 

Livingston brings more than 25 years of industry experience to Osaic and decided to join the firm to continue operating with “greater independence” and to maintain access to supporting his clients with Osaic’s technology and platform, he said. 

“Moving to Osaic and joining Oakfield Wealth Management allows me to deliver truly independent advice while leveraging the resources, technology and support of a leading wealth management platform,” Livingston said. “It’s the best of both worlds —entrepreneurial freedom paired with the institutional strength and scale needed to serve clients at the highest level.” 

Prior to Santander Securities, Livingston was previously associated with LPL Financial from 2008 until 2012, according to his BrokerCheck record. He first registered in 1998 at Continental Broker-Dealer Corp. in Carle Place, New York, and had a brief stint at Chase Investment Services for a year.  

He had stops at Essex National Securities, IFMG Securities, and LPL before joining Santander Securities in 2012, according to BrokerCheck.

Pictured: Chris Livingston

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