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).
-
Total Assets Under Management2,815MILLION
-
Total Number of Accounts8,831ACCOUNTS
-
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
Wayne Bellinger (CRD# 5728698) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Charlotte, NC and has over 12 years of experience in the finance industry.
Albert Bergmann (CRD# 2800662) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Bayside, NY and has over 27 years of experience in the finance industry.
James Bish (CRD# 4803489) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Butler, PA and has over 19 years of experience in the finance industry.
Elizabeth Blackburn (CRD# 6744476) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ocala, FL and has over 5 years of experience in the finance industry.
Lisa Blevens (CRD# 3169134) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Bloomington, MN and has over 21 years of experience in the finance industry.
Denise Blevins (CRD# 4520054) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Canton, OH and has over 19 years of experience in the finance industry.
Michael Boyd (CRD# 4947874) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Pounding Mill, VA and has over 18 years of experience in the finance industry.
Jeffery Bracewell (CRD# 3135449) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Colonial Heights, VA and has over 25 years of experience in the finance industry.
Julie Bramlitt (CRD# 5083135) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Harrisburg, PA and has over 18 years of experience in the finance industry.
Darcus Breneman (CRD# 2857008) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Winchester, VA and has over 27 years of experience in the finance industry.