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 3 of 11

• Rose L DavilaCRD 3048648 · San Antonio, TX
  Broker
• Christian Matthew Del GiorgioCRD 4687100 · Fountain Valley, CA
  IA RegisteredBroker
• Jean Maria DelbuonoCRD 4284328 · Oakville, CT
  IA RegisteredBroker
• Carrie Ann DemiccoCRD 3137661 · Meriden, CT
  Broker
• John Patrick DennisCRD 1534424 · Kill Devil Hills, NC
  IA RegisteredBroker
• Thomas James DillonCRD 4634502 · Southington, CT
  IA RegisteredBroker
• Melinda J DisqueCRD 5474982 · Indiana, PA
  IA RegisteredBroker
• Stephen Vincent DolanCRD 1439884 · Massapequa, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Vincent John DottiCRD 2114486 · Pipersville, PA
  IA RegisteredBroker
• Jose Carlos Da SilvaCRD 6854281 · Brooklyn, NY
  IA RegisteredBroker
• Brian William DalyCRD 5520275 · Poughkeepsie, NY
  IA RegisteredBroker
• Aaron Paul DavilaCRD 7605286 · San Antonio, TX
  IA RegisteredBroker
• Christopher DavisCRD 7766647 · Yorktown, VA
  Broker
• John Mark DesarnoCRD 4615714 · Winchester, VA
  IA RegisteredBroker
• Frank DelucaCRD 2730827 · Somerset, NJ
  IA RegisteredBroker
• Matthew James DeweesCRD 7367902 · Tysons Corner, VA
  Broker
• Jonathan DeweyCRD 2910406 · Grand Rapids, MI
  IA RegisteredBroker
• Ronald C DimaggioCRD 1949898 · Massapequa, NY
  Broker
• Tracie DowdCRD 7499425 · Asheville, NC
  Broker
• Paul Richard DuquetteCRD 2416082 · East Longmeadow, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Julie Anne EadesCRD 6102666 · Abingdon, VA
  IA RegisteredBroker
• Jennifer Lynn EastbourneCRD 5723853 · Mystic, CT
  IA RegisteredBroker
• Nelson Noren EhingerCRD 1488381 · Ridgefield, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Robert EkholmCRD 4405616 · St. Paul, MN
  IA RegisteredBroker
• Robert Hamilton EllsworthCRD 4235111 · Stafford Springs, CT
  IA RegisteredBroker
• David Duane EnglerCRD 4265904 · St. Paul, MN
  IA RegisteredBroker
• Dennis Michael ErismanCRD 4109797 · Meriden, CT
  Broker
• Antonio J EstevesCRD 5992997 · Dartmouth, MA
  IA RegisteredBroker
• Zachery R EddingerCRD 7624313 · Williamsport, PA
  IA RegisteredBroker
• Zachary Jon ElbersCRD 7504535 · Sioux Center, IA
  IA RegisteredBroker
• Carlos Amilcar FareloCRD 4827194 · Jupiter, FL
  IA RegisteredBroker
• Rosanna I FelixCRD 5112155 · Meriden, CT
  Broker
• Renee C. FerreiraCRD 5772424 · Fall River, MA
  Broker
• Cathaleen Ann FinnCRD 6254959 · Grove City, PA
  IA RegisteredBroker
• Christopher Gerald FleegleCRD 5147631 · Johnstown, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Gary H FordCRD 1513460 · Creve Coeur, MO
  IA RegisteredBroker
• Jerrod Lydell ForesmanCRD 2045890 · Overland Park, KS
  IA RegisteredBroker
• Anthony Guido ForliniCRD 1390523 · Mt. Clemens, MI
  IA RegisteredBroker
• Robert Russell FradetteCRD 1814975 · Mystic, CT
  IA RegisteredBroker
• Peter Jon FredericksenCRD 4902242 · Randolph, MA
  IA RegisteredBroker
• John Stewart FreemanCRD 1360164 · Overland Park, KS
  IA RegisteredBroker
  Disclosure event(s) on record
• Peter Michael FrikkerCRD 4035599 · Muncy, PA
  Broker
• Cristine Joan FureyCRD 4220724 · Clarksville, TN
  IA RegisteredBroker
• Erik FabianCRD 7400981 · Grand Forks, ND
  IA RegisteredBroker
• Jim A FairCRD 7953122 · Bloomington, IL
  IA RegisteredBroker
• Natasha Brigitte FensterCRD 7622524 · Westminster, CO
  Broker
• Erik FischerCRD 7091833 · Fargo, ND
  IA RegisteredBroker
• Brian Patrick FlanaganCRD 7583801 · Milford, CT
  IA RegisteredBroker
• Jennifer FosterCRD 4001369 · Meridiam, ID
  IA RegisteredBroker
• Peter Michael FrikkerCRD 7917002 · Muncy, PA
  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.