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
Joseph Culotta (CRD# 4658753) is an Investment Advisor Representative working at Osaic Institutions, Inc. in New York, NY and has over 20 years of experience in the finance industry.
Christopher Curtis (CRD# 5479688) is an Investment Advisor Representative working at Osaic Institutions, Inc. in South Windsor, CT and has over 16 years of experience in the finance industry.
Michelle Curtis (CRD# 6027225) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Fort Myers, FL and has over 11 years of experience in the finance industry.
William Curtis (CRD# 4644246) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Winchester, VA and has over 21 years of experience in the finance industry.
Eric D'dio (CRD# 2514494) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Baltimore, MD and has over 29 years of experience in the finance industry.
Jose Da Silva (CRD# 6854281) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Brooklyn, NY and has over 6 years of experience in the finance industry.
John Davidson (CRD# 2330959) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Hyannis, MA and has over 30 years of experience in the finance industry.
John Deans (CRD# 1696906) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Milton, VT and has over 36 years of experience in the finance industry.
James Deer (CRD# 4586655) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Bellevue, OH and has over 21 years of experience in the finance industry.
Anca Dehelean (CRD# 6317546) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Hyannis, MA and has over 8 years of experience in the finance industry.