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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Eric Westall

Advisor at Osaic

At a glance

Eric Westall joined Osaic from Stifel Independent Advisors as advisor with $250 million in assets (our reporting, October 23, 2026). One story in our coverage names them so far.

Firm
Osaic
Role
Advisor
Assets, as reported
$250MFinancial ADVSR, Oct 23, 2026
In our coverage
1 story

The record

  1. Joined Osaic from Stifel Independent Advisors as advisor with $250 million in assets

    Freehold Wealth Management moves from Stifel unit to Osaic with $576 million Financial ADVSR

How this page is built

Every line on this page comes from a story that names Eric Westall: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 23, 2026. All people in our coverage →