Sabina Vegiard, financial advisor Meriden CT

Sabina Vegiard

CRD Number: 5169556
Current Firm: Osaic Institutions, Inc.

Sabina Vegiard (CRD# 5169556) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 10 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Jan 2020 - Current 4
Key Investment Services LLC Manchester, CT Apr 2017 - Nov 2019 2
Key Investment Services LLC Manchester, CT Sep 2016 - Apr 2017 < 1
Lpl Financial LLC Danielson, CT Feb 2016 - Sep 2016 < 1
Cco Investment Services Rocky Hill, CT Oct 2014 - Feb 2016 1
Cco Investment Services Corp Manchester, CT Sep 2013 - Oct 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Sabina A. Vegiard
Phone Number: 203-599-6000
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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