AdvisorOS Directory
Claim Profile
MG

Margaret C Goz

OSAIC INSTITUTIONS, INC.·MERIDEN, Connecticut
Unclaimed Profile
538 PRESTON AVENUE, MERIDEN, CT 06450-4858CRD# 5458296Firm CRD# 35371
01

About

Margaret C Goz is a registered financial advisor based in MERIDEN, Connecticut, affiliated with OSAIC INSTITUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OSAIC INSTITUTIONS, INC.
OSAIC INSTITUTIONS, INC.
AUM
$3.6B
Regulatory assets under management
Employees
722
Total firm employees
View all advisors at OSAIC INSTITUTIONS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5458296
Firm CRD# 35371
9 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MERIDEN?

Browse all registered financial advisors in MERIDEN, Connecticut or claim this profile if it's yours.

Browse MERIDEN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Margaret C Goz offer?
Margaret C Goz specializes in Financial Planning, Investment Management. Contact their office in MERIDEN, Connecticut for a consultation.
What are Margaret C Goz's credentials?
Margaret C Goz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret C Goz located?
Margaret C Goz is based in MERIDEN, Connecticut, working with OSAIC INSTITUTIONS, INC.. Their office serves clients in the MERIDEN metropolitan area and surrounding communities.
How does Margaret C Goz charge for services?
Margaret C Goz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OSAIC INSTITUTIONS, INC.?
OSAIC INSTITUTIONS, INC. has approximately 722 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MERIDEN
Gary Charles Smith — INFINEX INVESTMENTS, INC.Rheo Arthur Brouillard — INFINEX INVESTMENTS, INC.John Joseph Martocci — INFINEX INVESTMENTS, INC.Charles Borromee Paquette — INFINEX INVESTMENTS, INC.Stephen Paul Amarante — OSAIC INSTITUTIONS, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile