Osaic Institutions, Inc.

CRD 35371 · Meriden, CT · $6.5B AUM

RIA

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 11 of 11

Gina Marie WoodcockCRD 3217845 · Meriden, CT

Broker
Christopher D. WoodhouseCRD 5904248 · Torrington, CT

IA RegisteredBroker

Disclosure event(s) on record
Patrick Wiiliam WoodhouseCRD 5621862 · Meriden, CT

IA RegisteredBroker

Disclosure event(s) on record
Graham Kirby WrightCRD 5658786 · Walnut Creek, CA

IA RegisteredBroker
Kenneth David WrightCRD 1889354 · Kingsport, TN

IA RegisteredBroker

Disclosure event(s) on record
Nicholas Alexander WychockiCRD 4888857 · Fort Myers, FL

IA RegisteredBroker
Jaime Lynn WynsmaCRD 4919586 · Hudsonville, MI

IA RegisteredBroker
Anthony Darrel WahlerCRD 5021826 · Lidgerwood, ND

Broker
Rebecca Lynn WalenCRD 8028261 · Fargo, ND

IA Registered
Jordan WilliamsCRD 8062247 · Weaverville, NC

IA RegisteredBroker
David Paul WilsonCRD 2298962 · Haverford, PA

IA RegisteredBroker

Disclosure event(s) on record
Martha Pawelek WilsonCRD 6696077 · Fort Myers, FL

IA RegisteredBroker
Ashlee WochholzCRD 6841373 · Bloomington, IL

IA RegisteredBroker
William Chambliss WoodsCRD 6859621 · Meriden, CT

IA RegisteredBroker
Mark Steven YanduraCRD 3254509 · Lewis Center, OH

IA RegisteredBroker
Alyson Rebecca ZibellCRD 5984729 · Terryville, CT

IA RegisteredBroker
James Thomas ZiebarthCRD 2819382 · Fond Du Lac, WI

IA RegisteredBroker
Jeffrey Jon ZimmerCRD 4374492 · West Orange, NJ

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.