MML Investors Services
45yrs
Top advisor by experience in Amherst
12yrs
Max Lipsitz
Financial advisor at Osaic Wealth
Based in Amherst, New York, Max Lipsitz is a fiduciary financial advisor with 12 years of industry experience. Max joined Osaic Wealth in 2024, after ten years at Securities America Advisors. Max holds the CFP® designation.
One of 258 advisors with offices in Amherst, and one of 136 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office3820 Sheridan Drive, Amherst, NY 14226
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2014 – 2024Securities America Advisors, Inc.Previously
Contact Max
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Max. 3820 Sheridan DriveAmherst, NY 14226Office · Get directions
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Questions to ask Max
Tailored to Max’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Max
How do I contact Max?
Call Osaic Wealth at (800) 821-5100 and ask for Max Lipsitz. Max works from the Amherst, NY office.
How long has Max been a financial advisor?
Max has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Max hold?
Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Max for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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