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
John Chipelo (CRD# 5124550) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 8 years of experience in the finance industry.
Danova Chow (CRD# 1983698) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Brea, CA and has over 33 years of experience in the finance industry.
Toni Ann Ciampaglione (CRD# 4160535) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Concord, NH and has over 23 years of experience in the finance industry.
Charles Claver (CRD# 5782650) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Beverly Hills, CA and has over 13 years of experience in the finance industry.
Jennifer Cody (CRD# 5072195) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 15 years of experience in the finance industry.
Joshua Coe (CRD# 4959744) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mckinney, TX and has over 17 years of experience in the finance industry.
William Coe (CRD# 1564742) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Thomaston, CT and has over 24 years of experience in the finance industry.
John Cogan (CRD# 4517161) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 21 years of experience in the finance industry.
Jon Coger (CRD# 5944683) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry.
Paul Coggins (CRD# 1691220) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mauston, WI and has over 36 years of experience in the finance industry.