What departments does American Portfolios have?

American Portfolios has employees across 4 departments including Consultant, Business Development, Business, Finance.

What is the largest department at American Portfolios?

The largest department at American Portfolios is Consultant with 2 employees.

Where are American Portfolios employees located globally?

American Portfolios has employees across 2 continents and 2 countries including Nepal, United States Of America.

How has American Portfolios's team size changed over time?

American Portfolios's team has decreased from approximately 149 to 130 employees based on available data.

American Portfolios Employee Directory

Q: Who are American Portfolios's key employees and leadership?

American Portfolios's key employees include: Ceo: L. D., Chief Executive Officer: K. C., Ceo: R. B., Vice President - Business Services: M. Z., Vice President Surveillance: J. K..

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.

American Portfolios Global Highlights

North America
577

United States Of America
577

Asia
1

Nepal
1

American Portfolios's Leadership

L. D.
Ceo
Mobile Phone
Email
K. C.
Chief Executive Officer
Mobile Phone
Email
R. B.
Ceo
Mobile Phone
Email
M. Z.
Vice President - Business Services
Mobile Phone
Email
J. K.
Vice President Surveillance
Mobile Phone
Email
B. B.
Vice President R&d Es International
Mobile Phone
Email
P. T.
Vice President Of Invest
Mobile Phone
Email
A. T.
President
Mobile Phone
Email

American Portfolios Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Recruiting
Business
Other

Contact profiles from American Portfolios

Name

Title

Contact Info

Location

Last Update

M. S.
Managing Director, Owner/Operator Of The Houston Branch
Mobile Phone
Email
United StatesMississippi
Jun 08, 2026
P. B.
Owner, Insurance Consultant
Mobile Phone
Email
United StatesWisconsin
Feb 18, 2026
L. D.
Ceo
Mobile Phone
Email
United StatesNew York
Apr 17, 2026
A. T.
President
Mobile Phone
Email
UNITED STATES
Jun 08, 2026
C. C.
Owner
Mobile Phone
Email
Oct 16, 2024
D. B.
Founder
Mobile Phone
Email
United StatesMichigan
Oct 16, 2024
D. S.
President
Mobile Phone
Email
Oct 18, 2024
J. F.
Partner
Mobile Phone
Email
Oct 22, 2024
J. H.
President
Mobile Phone
Email
Oct 22, 2024
J. S.
Owner
Mobile Phone
Email
UNITED STATES
Jun 08, 2026

Frequently Asked Questions

What is American Portfolios known for?

American Portfolios was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 4250 Veterans Memorial Highway Suite 420e Holbrook, New York 11741 United States; you can contact the main corporate office by phone at

+1-631-439-****

. Explore American Portfolios's company overview page for more information.

What is American Portfolios's most common email format?

American Portfolios employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more American Portfolios email formats with LeadIQ.

How many employees does American Portfolios have currently?

American Portfolios has approximately 180 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are American Portfolios's key employees and leadership?

As of June 2026, American Portfolios's key employees include:

Ceo: L. D.
Chief Executive Officer: K. C.
Ceo: R. B.
Vice President - Business Services: M. Z.
Vice President Surveillance: J. K.

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American Portfolios Employee Directory

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