Osaic Institutions, Inc.
Osaic Institutions, Inc. (CRD# 35371) is a financial advisory firm headquartered in Meriden, CT. They manage $3,626,644,800 in 8,478 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management3,627MILLION
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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
Tracy Adams (CRD# 4412486) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Muskegon, MI and has over 13 years of experience in the finance industry.
Dexter Albrecht (CRD# 6433662) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Grand Forks, ND and has over 8 years of experience in the finance industry.
Brian Allsop (CRD# 2027636) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Canton, MA and has over 34 years of experience in the finance industry.
Adrian Andreotta (CRD# 5965605) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southington, CT and has over 12 years of experience in the finance industry.
Jason Apruzzese (CRD# 5218589) is an Investment Advisor Representative working at Osaic Institutions, Inc. in South Windsor, CT and has over 17 years of experience in the finance industry.
Kenneth Arnesen (CRD# 4029958) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Virginia Beach, VA and has over 24 years of experience in the finance industry.
Enoch Arnett (CRD# 4984458) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Christiansburg, VA and has over 18 years of experience in the finance industry.
John Atkins (CRD# 5032686) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Watertown, CT and has over 18 years of experience in the finance industry.
George Avila (CRD# 2924574) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Brea, CA and has over 26 years of experience in the finance industry.
Yeghishe Ayvazyan (CRD# 4602218) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Beverly Hills, CA and has over 21 years of experience in the finance industry.