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).
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Total Assets Under Management3,627MILLION
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Emily Capps (CRD# 5801675) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Virginia Beach, VA and has over 7 years of experience in the finance industry.
Steven Carlson (CRD# 3263340) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Elk River, MN and has over 17 years of experience in the finance industry.
Robert Carroll (CRD# 1470313) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Barre, MA and has over 37 years of experience in the finance industry.
Daniel Cass (CRD# 2210998) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Parker, CO and has over 32 years of experience in the finance industry.
William Cassidy (CRD# 4407522) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lakewood, CO and has over 15 years of experience in the finance industry.
Robert Cathcart (CRD# 1693037) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Hudson, NH and has over 32 years of experience in the finance industry.
Charles Chambers (CRD# 2011615) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Wilmington, NC and has over 34 years of experience in the finance industry.
Monica Chandra (CRD# 4736611) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Garden Grove, CA and has over 19 years of experience in the finance industry.
Carlos Chapa (CRD# 5519000) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Laredo, TX and has over 15 years of experience in the finance industry.
Yi-ling Chen (CRD# 4208890) is an Investment Advisor Representative working at Osaic Institutions, Inc. in New York, NY and has over 23 years of experience in the finance industry.