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).

By the Numbers
  • Total Assets Under Management
    3,627
    MILLION
  • Total Number of Accounts
    8,478
    ACCOUNTS
  • Average Account Value
    $427,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Osaic Institutions, Inc.
Showing 1 - 10 of 451 top financial advisors.
1
Tracy N. Adams
CRD#: 4412486
1030 W Norton Ave., Muskegon, MI 49441

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.

2
Dexter K. Albrecht
CRD#: 6433662
401 Demers Ave, Grand Forks, ND 58201

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.

3
Brian J. Allsop
CRD#: 2027636
259 Turnpike St, Canton, MA 02021

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.

4
Adrian A. Andreotta
CRD#: 5965605
Southington, CT

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.

5
Jason M. Apruzzese
CRD#: 5218589
1751 Ellington Rd, South Windsor, CT 06074

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.

6
Kenneth E. Arnesen
CRD#: 4029958
607 Lynnhaven Pkwy, Virginia Beach, VA 23452

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.

7
Enoch S. Arnett
CRD#: 4984458
150 Peppers Ferry Road Ne, Christiansburg, VA 24068

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.

8
John P. Atkins
CRD#: 5032686
777 Echo Lake Road; Suite J, Watertown, CT 06795

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.

9
George T. Avila
CRD#: 2924574
2435 E. Imperial Hwy., Ste. F, Brea, CA 92821

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.

10
Yeghishe Ayvazyan
CRD#: 4602218
8820 Wilshire Blvd, Suite 100, Beverly Hills, CA 90211

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.

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