Broker Check

Strategic Partners 

Just like our clients need a professional team of advisors to help them pursue their goals, we do too. We firmly believe that a strong team of partners help make our company stronger and provide with the support and resources that allow us to be better advisors and wealth managers for our clients.

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Osaic

REVUP PRIVATE WEALTH is backed by Osaic, a $10B+ national wealth‑management platform that provides:

  • A unified, modern client experience
  • Strong cybersecurity and compliance
  • Open‑architecture investment flexibility
  • Institutional‑level technology and research
  • Exceptional advisor support

Osaic, formerly known as Advisor Group, is one of the largest Independent wealth management firms in the US. The firm serves approximately 11,600 financial professionals managing more than $700 billion in assets. REVUP Private Wealth works with Osaic to leverage their technology platform, compliance team, broker dealer and corporate registered investment advisor.

Osaic provides access to investment solutions, technology platforms, compliance, resources, and services to support our financial professionals while delivering an exceptional experience for their clients.

While Osaic was initially a network of eight independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic brand and service platform. The remaining broker-dealers that will be integrated in 2024 include American Portfolios, Lincoln Financial Advisors, Triad Advisors, and Securities America. Osaic also has four Advantage Companies: Highland Capital Brokerage, Ladenberg Thalman & Co., Inc., Ladenberg Thalmann Asset Management, and Premier Trust. 

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BNY 

BNY is our custodian (they hold client assets). 

The Bank of New York (now BNY), as of March 31st, 2026 has nearly $59.4 trillion assets under custody and/or administration and $2.1T assets under management.

BNY is a global financial services company that helps make money work for the world – managing it, moving it and keeping it safe.  For 240 years we have partnered alongside our clients, putting our expertise and platforms to work to help them achieve their ambitions.  Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. 

BNY supports governments in funding local projects and they work with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more.  

BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). They are headquartered in New York City, employ over 50,000 people globally and have been named among Fortune's World's Most Admired Companies and Fast Company's Best Workplaces for Innovators.  Additional information is available on www.bnymellon.com.  

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New York Financial Partners, Inc

This is the branch office that we are affiliated with through Osaic.

New York Financial Partners (NYFP) is dedicated to delivering insightful investment advice that is tailored to each client. Our professionals bring over 70 years of combined financial markets experience to implement full service account management for individuals and businesses. We represent a select clientele who have found our personal approach a departure from the structure of traditional brokerage firms. Whether your goal is asset creation or capital preservation, look to form an alliance with NYFP as you work toward your financial goals.

We specialize in understanding our client’s needs. We offer financial services in a competitive marketplace. Clients seek our advice for a variety of situations – from developing intricate asset allocation strategies to investing in the equity markets. Above all, it is our objectivity and independence that makes NYFP stand out in the crowd.

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PREMIER TRUST

Trust Services

Premier Trust exclusively administers trusts and estates in collaboration with a client's existing financial and legal professionals. 

Premier Trust does not offer investment management services or sell investment products. This is very different from traditional banks and trust companies that typically require trust assets be managed by them. Our advisor partners manage the investment of their client's trust assets. 

We are one of the largest independent trust companies in Nevada providing trust administration services to clients across the nation. We continue to build and strengthen our model of being an integral part of the client team and enhancing our service delivery.

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Plan Medicare

Brian Krantz, President 
With over a decade of experience in Medicare consulting, Brian Krantz is a nationally recognized insurance agent and authority on Medicare, including Medicare Supplement Plans and Medicare Advantage Plans. Licensed in all 50 states, Brian has helped thousands of Medicare beneficiaries navigate the Medicare program, guiding them through every enrollment period and open enrollment with confidence.

Brian’s has committed thousands of hours to develop a deep expertise in the following:

Original Medicare
Medicare Advantage plans,
Medicare Supplement insurance (Medigap)
Prescription drug plans under Medicare Part D.
Medicaid coordination
Answering complex Medicare questions
Brian’s commitment ensures his clients understand their coverage options, insurance plans, and health plan details such as copays and provider networks.

Under Brian’s leadership, Plan Medicare has become a trusted, local health insurance agency in New York, Long Island, and New York City, offering unbiased advice and affordable personalized Medicare consultations. His commitment to education empowers retirees and those approaching social security eligibility to make informed decisions about their healthcare needs. Whether you’re exploring New York Medicare resources, comparing insurance coverage, or reviewing medicare.gov, Brian ensures every client’s specific needs are met.

Plan Medicare is a team of unbiased Medicare advisors that have helped more than 50,000 individuals learn about their Medicare coverage options. We walk you through the Medicare process, educate you on your plan options and help you choose and enroll in the best Medicare plan to fit your healthcare needs and budget.

Our services are 100% free and our local Medicare advisors in New York, City also serve customers in all 50 States.