Osaic Institutions, Inc.
Osaic Institutions, Inc. (CRD# 35371) is a financial advisory firm headquartered in Meriden, CT. They manage $2,814,653,668 in 8,831 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management2,815MILLION
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Total Number of Accounts8,831ACCOUNTS
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Average Account Value$318,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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
Tracy Adams (CRD# 4412486) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Muskegon, MI and has over 13 years of experience in the finance industry.
Dexter Albrecht (CRD# 6433662) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Grand Forks, ND and has over 8 years of experience in the finance industry.
Vita Allan (CRD# 6094218) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Fort Myers, FL and has over 11 years of experience in the finance industry.
Brian Allsop (CRD# 2027636) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Canton, MA and has over 33 years of experience in the finance industry.
Adrian Andreotta (CRD# 5965605) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southington, CT and has over 12 years of experience in the finance industry.
Jason Apruzzese (CRD# 5218589) is an Investment Advisor Representative working at Osaic Institutions, Inc. in South Windsor, CT and has over 17 years of experience in the finance industry.
Kenneth Arnesen (CRD# 4029958) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Virginia Beach, VA and has over 24 years of experience in the finance industry.
Enoch Arnett (CRD# 4984458) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Christiansburg, VA and has over 18 years of experience in the finance industry.
John Atkins (CRD# 5032686) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Watertown, CT and has over 18 years of experience in the finance industry.
George Avila (CRD# 2924574) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Brea, CA and has over 25 years of experience in the finance industry.