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
James Collins (CRD# 4990961) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Plainville, CT and has over 18 years of experience in the finance industry.
Michael Cook (CRD# 4183594) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 23 years of experience in the finance industry.
Gary Cooper (CRD# 5403953) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Allendale, MI and has over 16 years of experience in the finance industry.
Nathan Cooper (CRD# 6067024) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Powell, OH and has over 10 years of experience in the finance industry.
Robert Cornwell (CRD# 2627145) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Richmond, VA and has over 28 years of experience in the finance industry.
Rachel Corpuz (CRD# 4395712) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Denver, CO and has over 20 years of experience in the finance industry.
Miguel Corral (CRD# 2429049) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Whittier, CA and has over 30 years of experience in the finance industry.
Michael Costa (CRD# 6106809) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Aventura, FL and has over 10 years of experience in the finance industry.
Corbin Couture (CRD# 5696456) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Stonington, CT and has over 12 years of experience in the finance industry.
Scott Covey (CRD# 4274885) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Santa Fe, NM and has over 18 years of experience in the finance industry.