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 2 of 11

• Jessica Lynn CafassoCRD 5677783 · Glastonbury, CT
  IA RegisteredBroker
• John R CallawayCRD 5023857 · Charlotte, NC
  IA RegisteredBroker
• Sarah CanadayCRD 5166088 · Meriden, CT
  Broker
• Michael CaracappaCRD 4743242 · Plainview, NY
  IA RegisteredBroker
• Paul Francis CardoneCRD 712275 · Albany, NY
  Broker
• Steven John CarlsonCRD 3263340 · Coon Rapids, MN
  IA RegisteredBroker
• William Francis CassidyCRD 4407522 · Lakewood, CO
  IA RegisteredBroker
• John Francis CharbonneauCRD 4789537 · Meriden, CT
  Broker
• Yi-Ling ChenCRD 4208890 · New York, NY
  IA RegisteredBroker
• Pramela D ChetramCRD 4539026 · Manhasset, NY
  Broker
• Kristin Anna ChimCRD 4415761 · Prior Lake, MN
  IA RegisteredBroker
• Isaac ChoCRD 8135847 · Atlanta, GA
  IA RegisteredBroker
• Danova Gary ChowCRD 1983698 · Brea, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Glen Alan ChretienCRD 4649465 · Fall River, MA
  Broker
• Sandra Lamae ChrispellCRD 3159706 · Holland, MI
  Broker
• Jeanette Fung ChungCRD 3134427 · Rego Park, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Toni Ann CiampaglioneCRD 4160535 · Concord, NH
  IA RegisteredBroker
• Christina Louise Marie CicconeCRD 4270931 · Meriden, CT
  Broker
• James Patrick ClancyCRD 1330063 · Glastonbury, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Caesar ClaverCRD 5782650 · Beverly Hills, CA
  IA RegisteredBroker
• Brooks A ClossonCRD 4773881 · Meriden, CT
  Broker
• Paul Michael CloutierCRD 2423379 · Swansea, MA
  Broker
• Joshua Richard CoeCRD 4959744 · Coppell, TX
  IA RegisteredBroker
• William Steele CoeCRD 1564742 · Watertown, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Richard CogginsCRD 1691220 · Mauston, WI
  IA RegisteredBroker
• James Patrick CollinsCRD 4990961 · Plainville, CT
  IA RegisteredBroker
• Todd Robert ConocchiaCRD 5897123 · Meriden, CT
  Broker
• Michael Brendon CookCRD 4183594 · Powhatan, VA
  IA RegisteredBroker
• Gregory Allen CornickCRD 3132991 · Meriden, CT
  Broker
• Robert Stephen CornwellCRD 2627145 · Richmond, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Rachel Leann CorpuzCRD 4395712 · Denver, CO
  IA RegisteredBroker
• Michael Luis CostaCRD 6106809 · Aventura, FL
  IA RegisteredBroker
• Joseph CostelloCRD 5345673 · Bridgewater, NJ
  IA RegisteredBroker
• Scott Wayne CoulterCRD 2343897 · Concord, NH
  IA RegisteredBroker
• Corbin CoutureCRD 5696456 · Stonington, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Douglas CoveyCRD 4274885 · Santa Fe, NM
  IA RegisteredBroker
• Jacqueline Michelle CrumeCRD 2397344 · Meriden, CT
  Broker
• Joseph S CulottaCRD 4658753 · New York, NY
  IA RegisteredBroker
• Christopher Lee CurtisCRD 5479688 · Oxford, CT
  IA RegisteredBroker
• Mark Robert CalaciCRD 4662902 · Smithtown, NY
  IA RegisteredBroker
• Jennifer Marie CampbellCRD 5072195 · Meriden, CT
  IA RegisteredBroker
• Jerry CelentanoCRD 2883178 · New York, NY
  IA RegisteredBroker
• Charles Alan ChambersCRD 2011615 · Wilmington, NC
  IA RegisteredBroker
• Michael Vincent CiarloCRD 8031756 · Ballston Spa, NY
  IA RegisteredBroker
• Dana Allen CoyneCRD 8016664 · Kill Devil Hills, NC
  Broker
• Shyanna Dawn CurlessCRD 7769679 · Catskill, NY
  IA RegisteredBroker
• Anthony Michael D'auriaCRD 2997866 · Bronx, NY
  IA RegisteredBroker
• Eric William D'dioCRD 2514494 · Baltimore, MD
  IA RegisteredBroker
• Ali Robert DabiriCRD 4289563 · Mystic, CT
  IA RegisteredBroker
• John Robert DavidsonCRD 2330959 · Hyannis, MA
  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.