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
Richard Ellington (CRD# 4093389) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ipswich, MA and has over 24 years of experience in the finance industry.
James Elliott (CRD# 2276124) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mystic, CT and has over 31 years of experience in the finance industry.
Robert Ellsworth (CRD# 4235111) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Stafford Springs, CT and has over 22 years of experience in the finance industry.
Darin Ely (CRD# 2767198) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Virginia Beach, VA and has over 27 years of experience in the finance industry.
Antonio Esteves (CRD# 5992997) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Dartmouth, MA and has over 10 years of experience in the finance industry.
Wallie Feliciano (CRD# 2429563) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 28 years of experience in the finance industry.
Richard Ferraro (CRD# 3174570) is an Investment Advisor Representative working at Osaic Institutions, Inc. in White Stone, VA and has over 25 years of experience in the finance industry.
Ryan Finc (CRD# 4245555) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Milaca, MN and has over 18 years of experience in the finance industry.
Jonathan Fonash (CRD# 5023599) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Cherry Hill, NJ and has over 18 years of experience in the finance industry.
Jerrod Foresman (CRD# 2045890) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Kansas City, KS and has over 31 years of experience in the finance industry.