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
Yeghishe Ayvazyan (CRD# 4602218) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Beverly Hills, CA and has over 21 years of experience in the finance industry.
Bob Azarieh (CRD# 2821745) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Plainview, NY and has over 24 years of experience in the finance industry.
Bury Barbier (CRD# 2256489) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 27 years of experience in the finance industry.
Susan Barclay (CRD# 5763292) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Natrona Heights, PA and has over 13 years of experience in the finance industry.
Dustin Barker (CRD# 4882464) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Basehor, KS and has over 17 years of experience in the finance industry.
Amy Barnes (CRD# 6192734) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Springfield, IL and has over 10 years of experience in the finance industry.
Cathleen Beatrice (CRD# 5473869) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Hermitage, PA and has over 10 years of experience in the finance industry.
Chad Bell (CRD# 4073111) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 23 years of experience in the finance industry.
Clay Bell (CRD# 3122000) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 25 years of experience in the finance industry.
Wayne Bellinger (CRD# 4118097) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Sheriden, CO and has over 24 years of experience in the finance industry.