American Portfolios Employee Directory

Financial ServicesNew York, United States51-200 Employees

Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS), now Osaic,  is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete 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-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company supports independent investment professionals—inclusive of registered assistants and non-registered associates—throughout the nation. 

American Portfolios has numerous recognitions by a number of industry publications and organizations.  Such acknowledgment includes: multiple Broker-Dealer of the Year (Division III) wins by Investment Advisor magazine; multiple ThinkAdvisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.

Find American Portfolios employees' phone numbers or email addresses

American Portfolios Global Highlights

Location
Employees

North America
580

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  • United States Of America
    580

Asia
1

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  • Nepal
    1

American Portfolios's Leadership

  • Stylized image of a person
    L. D.
    Ceo
    Phone icon
  • Stylized image of a person
    K. C.
    Chief Executive Officer
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  • Stylized image of a person
    R. B.
    Ceo
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  • Stylized image of a person
    C. W.
    Chief Investment Officer
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  • Stylized image of a person
    M. Z.
    Vice President - Business Services
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  • Stylized image of a person
    J. K.
    Vice President Surveillance
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  • Stylized image of a person
    B. B.
    Vice President R&d Es International
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  • Stylized image of a person
    P. T.
    Vice President Of Invest
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Contact profiles from American Portfolios

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. S.
    Managing Director, Owner/Operator Of The Houston Branch
    Phone icon
    United StatesTexas
    Dec 10, 2025
  • Stylized image of a person
    C. W.
    Chief Investment Officer
    Phone icon
    United StatesNew York
    Oct 19, 2025
  • Stylized image of a person
    P. B.
    Owner, Insurance Consultant
    Phone icon
    United StatesWisconsin
    Sep 10, 2025
  • Stylized image of a person
    J. B.
    Owner/Financial Advisor
    Phone icon
    United StatesMassachusetts
    Oct 21, 2025
  • Stylized image of a person
    L. D.
    Ceo
    Phone icon
    United StatesNew York
    Dec 10, 2025
  • Stylized image of a person
    A. T.
    President
    Phone icon
    UNITED STATES
    Feb 12, 2025
  • Stylized image of a person
    C. C.
    Owner
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    D. B.
    Founder
    Phone icon
    United StatesMichigan
    Oct 16, 2024
  • Stylized image of a person
    D. S.
    President
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    J. F.
    Partner
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is American Portfolios known for?

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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; you can contact the main corporate office by phone at . Explore American Portfolios's company overview page for more information.

What is American Portfolios's most common email format?

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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?

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American Portfolios has approximately 192 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are American Portfolios's key employees and leadership?

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As of December 2025, American Portfolios's key employees include:

  • Ceo: L. D.
  • Chief Executive Officer: K. C.
  • Ceo: R. B.
  • Chief Investment Officer: C. W.
  • Vice President - Business Services: M. Z.

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