OSAIC INSTITUTIONS, INC.

MERIDEN, Connecticut·19 registered advisors·CRD# 35371
SEC# 801-67242557203-599-6000
01

Firm Overview

AUM
$3.6B
Regulatory assets under management
Employees
722
Total firm employees
Advisors
19
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OSAIC INSTITUTIONS, INC.

19 registered advisors
Benedict Weissenrieder
MERIDEN, Connecticut
Calvin Richard Miller
MERIDEN, Connecticut
Charles Borromee Paquette
MERIDEN, Connecticut
Daniel John Forte
MERIDEN, Connecticut
Gary Charles Smith
MERIDEN, Connecticut
Gerald Michael Noonan
MERIDEN, Connecticut
James Daniel Egan
MERIDEN, Connecticut
Joe Allen Shearin
MERIDEN, Connecticut
John Clyde Boucher
MERIDEN, Connecticut
John Francis Jr Martin
MERIDEN, Connecticut
John Joseph Martocci
MERIDEN, Connecticut
John Michael Koth
MERIDEN, Connecticut
Kathleen Marie Murphy
MERIDEN, Connecticut
Margaret C Goz
MERIDEN, Connecticut
Mark C Yanarella
MERIDEN, Connecticut
Rheo Arthur Brouillard
MERIDEN, Connecticut
Robert Glenn Watts
MERIDEN, Connecticut
Stephen Paul Amarante
MERIDEN, Connecticut
William Francis Cummings
MERIDEN, Connecticut
05

Office Locations

MERIDEN, Connecticut
19 advisors

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Data sourced from SEC Form ADV filings. OSAIC INSTITUTIONS, INC. (CRD# 35371) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.