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 Britton (CRD# 5069139) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Punxsutawney, PA and has over 18 years of experience in the finance industry.
William Brooks (CRD# 2216679) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Brewster, MA and has over 31 years of experience in the finance industry.
Frederick Brose (CRD# 4157818) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 23 years of experience in the finance industry.
Ryan Bruursema (CRD# 3031823) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lake Wales, FL and has over 25 years of experience in the finance industry.
Joseph Buckley (CRD# 3276129) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lexington, MA and has over 24 years of experience in the finance industry.
Justin Bunting (CRD# 4534272) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Rocky Mount, NC and has over 21 years of experience in the finance industry.
Paul Burke (CRD# 1198819) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Falmouth, MA and has over 10 years of experience in the finance industry.
Mickey Byrd (CRD# 5151686) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Johnson City, TN and has over 17 years of experience in the finance industry.
Jessica Cafasso (CRD# 5677783) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Glastonbury, CT and has over 13 years of experience in the finance industry.
William Campbell (CRD# 2947652) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 26 years of experience in the finance industry.