Brooklyn-based advisor brings $164 million in assets under administration and more than two decades of industry experience to Osaic platform

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Chris Livingston, a veteran financial advisor with more than 25 years of industry experience, has affiliated with the firm and joined Oakfield Wealth Management Group (“Oakfield”), an Osaic-affiliated team led by Private Wealth Advisor Anthony Macaluso. Livingston is based in Brooklyn, N.Y., and oversees approximately $164 million in assets under administration (AUA).

Livingston joins Osaic after spending 26 years with Santander Securities, where he most recently served as senior vice president. His decision to affiliate with Osaic and Oakfield reflects a desire to operate with greater independence while maintaining access to a robust platform, advanced technology and the support of a collaborative advisor community.

Oakfield prioritizes long-term client relationships and disciplined guidance through varying market environments. The team emphasizes clear communication and practical, timely advice designed to help clients navigate volatility with confidence.

“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,” said Livingston. “It’s the best of both worlds—entrepreneurial freedom paired with the institutional strength and scale needed to serve clients at the highest level.”

Osaic’s platform is designed to respect and empower independent advisors at every stage of their business, offering flexibility, growth resources and succession planning capabilities that allow advisors to focus more time and energy on their clients.

“Our platform is built to help advisors grow, evolve and plan for the future of their businesses,” said Kristen Kimmell, executive vice president of business development at Osaic. “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.”

Osaic continues to attract experienced advisors seeking independence paired with scale and support, including firms such as Sanders Wealth Management, REVUP Private Wealth and Pilot Rock Financial Advisors.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.