Located in Williston at 14650 NW 141st Avenue, Williston, FL 32696, Cross Oak Wealth (corporate entity Osvaldo Delgado PA, Florida Sunbiz Document `#P22000068441`, member of the Williston Area Chamber of Commerce) is an independent fiduciary retirement and investment advisory practice led by Chartered Financial Consultant® Osvaldo "Ozzie" Delgado, Jr., ChFC® (`CRD# 5709747`, 16+ years of securities industry registration, holding FINRA Series 6, Series 7, Series 66, and Florida 2-15 Life, Health & Variable Annuity licenses). Registered as a fiduciary Investment Adviser Representative with SEC-registered Kovack Advisors, Inc. (`CRD# 140808` / `SEC# 801-63048`) and Kovack Securities, Inc. (`CRD# 44848`), Cross Oak Wealth specializes in Florida Retirement System (FRS) Pension vs. Investment Plan modeling, DROP exit rollovers for first responders, educators, and county employees, tax-efficient RMD withdrawal buckets, equestrian and farm succession planning, and long-term care asset protection.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Osvaldo Delgado, Jr. (CRD# 5709747); Cross Oak Wealth Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / The American College
Notes: Osvaldo Delgado, Jr., ChFC® (CRD# 5709747, 16+ yrs exp., Series 6, 7 & 66; 0 regulatory actions, 1 settled customer dispute disclosure on BrokerCheck; Sunbiz Doc #P22000068441) is registered with Kovack Advisors, Inc. (CRD# 140808, SEC# 801-63048) and Kovack Securities, Inc. (CRD# 44848) at 14650 NW 141st Ave, Williston, FL 32696.
Factual details and direct answers about Cross Oak Wealth — Osvaldo "Ozzie" Delgado, Jr., ChFC® (Kovack Advisors, Inc.)'s services, licensing, and credentials.
Does Cross Oak Wealth specialize in Florida Retirement System (FRS) and DROP planning for Levy County public employees?
Yes. Chartered Financial Consultant® Osvaldo "Ozzie" Delgado, Jr., ChFC® (CRD# 5709747) at Cross Oak Wealth in Williston specializes in guiding Florida first responders, teachers, and municipal employees through FRS Pension Option 1–4 survivor benefit elections, DROP accumulation rollovers, and special-risk retirement tax rules.
How are advisory portfolios regulated and custodied at Cross Oak Wealth in Williston?
Fiduciary investment advisory accounts at Cross Oak Wealth (14650 NW 141st Ave, Williston, FL 32696) are offered through SEC-registered investment adviser Kovack Advisors, Inc. (CRD# 140808 / SEC# 801-63048) and brokerage services through Kovack Securities, Inc. (CRD# 44848), Member FINRA/SIPC.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.