Osaic Institutions, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

35371

SEC number

801-67242

Firm type

RIA

Assets under management

$6.5B as of May 28, 2026

Website

osaic.com/institutions ↗

Phone

203-599-6000

Address

538 Preston Avenue, Meriden, CT, 06450-4858

Advisors at this firm

518 in our index · page 1 of 11

• Rosemary Carolina AbreuCRD 4868136 · New York, NY
  IA RegisteredBroker
• Christina Marie AdamsCRD 4764657 · Meriden, CT
  Broker
• Joshua Ray AdkinsCRD 4899111 · Pounding Mill, VA
  IA RegisteredBroker
• Brian John AllsopCRD 2027636 · Canton, MA
  IA RegisteredBroker
• Stephen Paul AmaranteCRD 3165067 · Meriden, CT
  Broker
• Jason Miles ApruzzeseCRD 5218589 · South Windsor, CT
  IA RegisteredBroker
• Enoch Scott ArnettCRD 4984458 · Christiansburg, VA
  IA RegisteredBroker
• Fernando Manuel AscensoCRD 4418621 · Yorktown Heights, NY
  IA RegisteredBroker
• Brenda Rose AslynCRD 2855617 · Eagan, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Kathleen Marie Aubrey-BergonziCRD 4409884 · Meriden, CT
  Broker
• Kenneth Herbert AustinCRD 4816873 · Meriden, CT
  Broker
• George Thomas AvilaCRD 2924574 · Brea, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Julia AldersonCRD 7532940 · Kilmarnock, VA
  IA RegisteredBroker
• Christian T AlgerCRD 8150184 · Harrisonburg, VA
  IA RegisteredBroker
• Mark Henning AndersonCRD 4659708 · Minnetonka, MN
  IA RegisteredBroker
• Kimberly Rose BandanzaCRD 4635106 · Seymour, CT
  Broker
• Susan Humes BarclayCRD 5763292 · Natrona Heights, PA
  IA RegisteredBroker
• Dustin Lee BarkerCRD 4882464 · Basehor, KS
  IA RegisteredBroker
• Amy Lynn BarnesCRD 6192734 · Springfield, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Adam BatchelorCRD 6523959 · Charlotte, NC
  IA RegisteredBroker
• Cathleen Louise BeatriceCRD 5473869 · Grove City, PA
  IA RegisteredBroker
• Leo Joseph BeauregardCRD 4384628 · Meriden, CT
  IA RegisteredBroker
• David Clifford BeckerCRD 4635972 · Meriden, CT
  Broker
• Wayne Roy BellingerCRD 4118097 · Aurora, CO
  IA RegisteredBroker
• Wayne Roy BellingerCRD 5728698 · Castle Rock, CO
  IA RegisteredBroker
• Heather Raye BergantineCRD 4336097 · Fargo, ND
  Broker
• Allan Ronald BermanCRD 729374 · Baltimore, MD
  Broker
• James Duane BishCRD 4803489 · Butler, PA
  IA RegisteredBroker
• Lisa Marie BlevensCRD 3169134 · Bloomington, MN
  IA RegisteredBroker
• Sandra Gail BocchimuzzoCRD 2897294 · Cairo, NY
  Broker
• Ngoc BodineCRD 7646796 · Meriden, CT
  Broker
• Hillary Dinello BouthillierCRD 5745314 · Scottsdale, AZ
  IA RegisteredBroker
• Julie Anne BramlittCRD 5083135 · Harrisburg, PA
  IA RegisteredBroker
• Rachel Ann BrisboisCRD 2712417 · St. Paul, MN
  Broker
• Eric E BrittonCRD 5069139 · Punxsutawney, PA
  IA RegisteredBroker
• Frederick C. BroseCRD 4157818 · Worcester, MA
  IA RegisteredBroker
• Joseph Michael BuckleyCRD 3276129 · Lexington, MA
  IA RegisteredBroker
• Rizwan BukhariCRD 6122124 · Meridian, ID
  IA RegisteredBroker
• Justin Brooks BuntingCRD 4534272 · Rocky Mount, NC
  IA RegisteredBroker
• Mickey Lee ByrdCRD 5151686 · Johnson City, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Kelli Marie BagleyCRD 7500080 · Kingsport, TN
  Broker
• Kristina Marie BeersCRD 8090478 · Canton, OH
  IA RegisteredBroker
• David Nelson BellCRD 7221026 · Johnson City, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Clayton Robert BenwayCRD 5707618 · Shoreview, MN
  IA RegisteredBroker
• Cameron BleibtreyCRD 7534895 · Ballston Spa, NY
  IA RegisteredBroker
• Brandon E BooneCRD 7877213 · Port Charlotte, FL
  IA RegisteredBroker
• Josh BordisCRD 5234731 · Concord, NH
  IA RegisteredBroker
• Seth Timothy BrayCRD 7950611 · Macon, MO
  IA RegisteredBroker
• Madeleine Landry BrechunCRD 7853978 · Plainville, CT
  Broker
• Brett Hansen BuckleyCRD 7454798 · Twin Falls, ID
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.