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
Susan Harkin (CRD# 4267823) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Randolph, MA and has over 23 years of experience in the finance industry.
Jennifer Harney-Read (CRD# 4330546) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Brookline, MA and has over 23 years of experience in the finance industry.
Tonya Harper (CRD# 2510656) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Littleton, CO and has over 29 years of experience in the finance industry.
Frank Harris (CRD# 1135721) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Clewiston, FL and has over 39 years of experience in the finance industry.
Jodee Harris (CRD# 4509033) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ligonier, PA and has over 22 years of experience in the finance industry.
Ryan Harteis (CRD# 5844583) is an Investment Advisor Representative working at Osaic Institutions, Inc. in New Castle, PA and has over 12 years of experience in the finance industry.
Kenneth Harvey (CRD# 3106294) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lynchburg, VA and has over 25 years of experience in the finance industry.
Lisa Heathfield (CRD# 6372828) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Fletcher, NC and has over 9 years of experience in the finance industry.
Garry Helyer (CRD# 807670) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 41 years of experience in the finance industry.
William Herbert (CRD# 3268833) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Forest, VA and has over 24 years of experience in the finance industry.