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).
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Total Assets Under Management2,815MILLION
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Total Number of Accounts8,831ACCOUNTS
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Average Account Value$318,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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.
Vita Allan (CRD# 6094218) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Fort Myers, FL and has over 10 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 33 years of experience in the finance industry.
Barry Almond (CRD# 2856576) is an Investment Advisor Representative working at Osaic Institutions, Inc. in White Stone, VA and has over 26 years of experience in the finance industry.
Julie Anderson (CRD# 2413121) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Troy, MI and has over 30 years of experience in the finance industry.
Adrian Andreotta (CRD# 5965605) is an Investment Advisor Representative working at Osaic Institutions, Inc. in West Hartford, 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.
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 23 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.