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).
-
Total Assets Under Management3,627MILLION
-
Total Number of Accounts8,478ACCOUNTS
-
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
Frank Deluca (CRD# 2730827) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Somerset, NJ and has over 7 years of experience in the finance industry.
John Dennis (CRD# 1534424) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Kill Devil Hills, NC and has over 36 years of experience in the finance industry.
Thomas Dillon (CRD# 4634502) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southington, CT and has over 19 years of experience in the finance industry.
Melinda Disque (CRD# 5474982) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Indiana, PA and has over 15 years of experience in the finance industry.
Patrick Dougherty (CRD# 2721894) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Braintree, MA and has over 27 years of experience in the finance industry.
Kevin Doyle (CRD# 4588230) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mechanicsville, VA and has over 21 years of experience in the finance industry.
Michael Dreveniak (CRD# 5224285) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Butler, PA and has over 17 years of experience in the finance industry.
Kenneth Dyer (CRD# 5343978) is an Investment Advisor Representative working at Osaic Institutions, Inc. in The Villages, FL and has over 14 years of experience in the finance industry.
Jennifer Eastbourne (CRD# 5723853) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mystic, CT and has over 12 years of experience in the finance industry.