What departments does American Portfolios have?

American Portfolios has employees across 9 departments including Entrepreneurship, Engineering, Operations, Sales, Program & Project Management.

What is the largest department at American Portfolios?

The largest department at American Portfolios is Banking with 5 employees.

Where are American Portfolios employees located globally?

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

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

American Portfolios's team has decreased from approximately 149 to 131 employees based on available data.

American Portfolios Employee Directory

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
599

United States Of America
599

Asia
1

India
1

American Portfolios's Leadership

K. C.
Chief Executive Officer
Mobile Phone
Email
B. B.
Vice President R&d Es International
Mobile Phone
Email
D. S.
President
Mobile Phone
Email
J. H.
President
Mobile Phone
Email
K. P.
President And Chief Executive Officer
Mobile Phone
Email
W. B.
President
Mobile Phone
Email
A. A.
Managing Director
Mobile Phone
Email
C. C.
Owner
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

Location

Last Update

A. M.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
A. T.
Financial Adviser
Mobile Phone
Email
Oct 17, 2024
A. H.
Financial Advisor
Mobile Phone
Email
Oct 24, 2024
A. C.
Compliance And Licensing Associate
Mobile Phone
Email
Oct 22, 2024
A. Z.
Advisor
Mobile Phone
Email
Oct 16, 2024
A. K.
Advisor
Mobile Phone
Email
Jul 09, 2026
A. A.
Advisor
Mobile Phone
Email
Jun 08, 2026
A. C.
Advisor
Mobile Phone
Email
Oct 21, 2024
A. K.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024
A. T.
Advisor
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is American Portfolios known for?

American Portfolios was founded in 2001 and operates in the Financial Services industry. You can contact American Portfolios's 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 FLast@americanportfolios.com. 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 177 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are American Portfolios's key employees and leadership?

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

Chief Executive Officer: K. C.
Vice President R&d Es International: B. B.
President: D. S.
President: J. H.
President And Chief Executive Officer: K. P.

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American Portfolios Employee Directory

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