Osaic announced that financial advisor Chris Livingston has affiliated with the firm and joined Oakfield Wealth Management Group, an Osaic-affiliated team led by Private Wealth Advisor Anthony Macaluso. Livingston, who is based in Brooklyn, New York, brings approximately $164 million in assets under administration and more than 25 years of industry experience to the platform.
According to Osaic, Livingston joins after 26 years at Santander Securities, where he most recently served as senior vice president. The firm framed the move as part of Livingston’s desire to gain greater independence while still having access to a broader platform, advanced technology, and a collaborative community of advisors.
Osaic described Oakfield as a team focused on long-term client relationships and disciplined guidance through shifting market conditions. The group emphasizes clear communication and practical advice intended to help clients navigate volatility.
The announcement also highlighted Osaic’s broader pitch to independent advisors, emphasizing flexibility, growth resources, and succession-planning capabilities designed to help advisors scale their practices while focusing on clients. Osaic said it continues to recruit experienced advisors seeking independence paired with institutional support, citing recent additions including Sanders Wealth Management, REVUP Private Wealth, and Pilot Rock Financial Advisors.
KEY QUOTES
“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. It’s the best of both worlds—entrepreneurial freedom paired with the institutional strength and scale needed to serve clients at the highest level.”
Chris Livingston, Financial Advisor
“Our platform is built to help advisors grow, evolve and plan for the future of their businesses. We’re pleased to welcome Chris to Osaic and Oakfield and look forward to supporting him as he continues building on a strong legacy of comprehensive wealth planning.”
Kristen Kimmell, Executive Vice President of Business Development, Osaic
