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
Anthony Forlini (CRD# 1390523) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mount Clemens, MI and has over 38 years of experience in the finance industry.
Robert Fradette (CRD# 1814975) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mystic, CT and has over 32 years of experience in the finance industry.
Peter Fredericksen (CRD# 4902242) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Randolph, MA and has over 17 years of experience in the finance industry.
John Freeman (CRD# 1360164) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Overland Park, KS and has over 39 years of experience in the finance industry.
Scott Frost (CRD# 6618232) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Muncy, PA and has over 7 years of experience in the finance industry.
Cristine Furey (CRD# 4220724) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Clarksville, TN and has over 23 years of experience in the finance industry.
Angela Futrell (CRD# 4578424) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Edenton, NC and has over 21 years of experience in the finance industry.
Robert Gallert (CRD# 2346943) is an Investment Advisor Representative working at Osaic Institutions, Inc. in High Point, NC and has over 18 years of experience in the finance industry.
James Ganger (CRD# 2055216) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 33 years of experience in the finance industry.
Mark Ganung (CRD# 1481353) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Allison Park, PA and has over 38 years of experience in the finance industry.