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
Jim Gravgaard (CRD# 5672771) is an Investment Advisor Representative working at Osaic Institutions, Inc. in White Stone, VA and has over 14 years of experience in the finance industry.
Jennifer Grennan (CRD# 6488564) is an Investment Advisor Representative working at Osaic Institutions, Inc. in South Windsor, CT and has over 8 years of experience in the finance industry.
Amy Grieves (CRD# 3069877) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 25 years of experience in the finance industry.
Kenneth Grimes (CRD# 4596088) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Slocomb, AL and has over 17 years of experience in the finance industry.
Paul Grover (CRD# 2338518) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Texas City, TX and has over 31 years of experience in the finance industry.
Raman Grover (CRD# 4544999) is an Investment Advisor Representative working at Osaic Institutions, Inc. in South Windsor, CT and has over 21 years of experience in the finance industry.
Stephanie Gudka (CRD# 2091861) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Westminster, CO and has over 23 years of experience in the finance industry.
Alan Hadad (CRD# 5635861) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Milford, MA and has over 15 years of experience in the finance industry.
Stephen Hadad (CRD# 6253136) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Pittsburgh, PA and has over 10 years of experience in the finance industry.
Ronald Hamilton (CRD# 1092344) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ellsworth, ME and has over 21 years of experience in the finance industry.