American Portfolios Email Format

Financial ServicesNew York, United States51-200 Employees

Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS), now operating as Osaic, is an independent broker/dealer and member of FINRA and SIPC. It provides a broad range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products, and tax-efficient investing. Asset management is offered on a fee basis through its affiliated American Portfolios Advisors, Inc. (APA), an SEC-registered investment advisor, with the broader organization supporting independent investment professionals nationwide through its APH holdings.

Pershing, LLC (a BNY Mellon firm) acts as the clearing partner for full-disclosure trading, reflecting the firm's integrated broker/dealer platform. In recent corporate moves, APFS was acquired by Osaic Holdings, Inc. and merged into Osaic Wealth, Inc., situating the business within the Osaic family while maintaining its Holbrook base.

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