Ex-Osaic Adviser Joins LPL Financial, Bringing $260M in Assets

Financial adviser Greg Selg has joined LPL Financial, bringing approximately $260 million in advisory, brokerage, and retirement plan assets from Osaic. Selg is the founder of G.S. Wealth Management in Bohemia, N.Y.

Selg has 25 years of industry experience and serves individuals, families, and small business owners across Long Island, the company said. His client base includes educators, healthcare professionals, and multigenerational families in or approaching retirement.

“My approach has always been centered on education and understanding the people behind the numbers,” Selg stated. “By taking the time to learn a client’s family dynamics, values and long-term goals, I’m able to translate complex financial strategies into practical steps that align with their lives.”

Selg cited LPL’s “technology-forward platform” as the primary driver for his move, noting that the firm’s tools will allow him to streamline administrative operations and enhance client reporting.

“The ability to streamline processes and access reporting and planning tools more efficiently allows me to spend less time on administrative tasks and more time serving clients,” said Selg.

Marc Cohen, LPL’s chief growth officer, welcomed Selg to the firm, noting that his commitment to accessible, personalized advice aligns with LPL’s mission to support independent advisers with robust technology and infrastructure.

Earlier this month, financial adviser Brian Bogue launched Texas Wealth Solutions through LPL Financial’s Independent Advisor Network, bringing approximately $235 million in advisory, brokerage, and retirement plan assets from PNC Wealth Management.

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