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 21 - 30 of 460 top financial advisors.
21
Wayne R. Bellinger
CRD#: 5728698
Charlotte, NC

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.

22
Albert W. Bergmann
CRD#: 2800662
208-24 Cross Island Parkway, Bayside, NY 11360

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.

23
James D. Bish
CRD#: 4803489
100 N Main Street, Butler, PA 16001

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.

24
Elizabeth L. Blackburn
CRD#: 6744476
2215 Fort King St., Suite B, Ocala, FL 34471

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.

25
Lisa M. Blevens
CRD#: 3169134
9550 Lyndale Avenue, Bloomington, MN 55420

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.

26
Denise A. Blevins
CRD#: 4520054
1100 30th Street Nw, Canton, OH 44709

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.

27
Michael H. Boyd
CRD#: 4947874
13250 Governor Gc Perry, Pounding Mill, VA 24637

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.

28
Jeffery S. Bracewell
CRD#: 3135449
3012 Boulevard, Colonial Heights, VA 23834

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.

29
Julie A. Bramlitt
CRD#: 5083135
2407 Park Drive, Harrisburg, PA 17110

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.

30
Darcus E. Breneman
CRD#: 2857008
1835 Valley Ave, Winchester, VA 22601

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.

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