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
Eric Garcia (CRD# 5909532) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Miami, FL and has over 7 years of experience in the finance industry.
Gary Gardner (CRD# 4481542) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 21 years of experience in the finance industry.
Arthur Garofalo (CRD# 5653802) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lexington, MA and has over 14 years of experience in the finance industry.
Douglas George (CRD# 2519257) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 29 years of experience in the finance industry.
Ralph Giansanti (CRD# 1728073) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 31 years of experience in the finance industry.
Jason Giordano (CRD# 4715937) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Farmington, CT and has over 18 years of experience in the finance industry.
Cynthia Giovacchino (CRD# 3274194) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Seymour, CT and has over 24 years of experience in the finance industry.
Gregory Gobble (CRD# 2056181) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Creve Coeur, MO and has over 33 years of experience in the finance industry.
Luis Gonzalez (CRD# 4429604) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 22 years of experience in the finance industry.
Tricia Gordon (CRD# 2671358) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Cheshire, CT and has over 27 years of experience in the finance industry.