Osaic Institutions, Inc.

Osaic Institutions, Inc. (CRD# 35371) is a financial advisory firm headquartered in Meriden, CT. They manage $2,814,653,668 in 8,831 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,815
    MILLION
  • 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
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 456 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
Vita Allan
CRD#: 6094218
8695 College Parkway, Fort Myers, FL 33919

Vita Allan (CRD# 6094218) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Fort Myers, FL and has over 11 years of experience in the finance industry.

4
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 33 years of experience in the finance industry.

5
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. Adrian Andreotta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
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.

7
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.

8
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.

9
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 17 years of experience in the finance industry.

10
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 25 years of experience in the finance industry.

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