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 6 of 11

• Darla Lynn LeblancCRD 4596708 · Church Hill, TN
  IA RegisteredBroker
• Andrew Jeff LebowitzCRD 1038520 · Glastonbury, CT
  Broker
• Kathleen Florence LeclairCRD 6131866 · Concord, NH
  IA RegisteredBroker
• Robert John LeeCRD 5545095 · New York, NY
  IA RegisteredBroker
• Mark Joseph LeonardCRD 1422489 · Manchester, NH
  IA RegisteredBroker
• Roberto Francisco LeslieCRD 2755940 · Brooklyn, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Darien Sherman LewieCRD 3247618 · Granby, CT
  IA RegisteredBroker
• Andrew John LewisCRD 6099816 · Clovis, CA
  IA RegisteredBroker
• Sean Paul LewisCRD 2793721 · Johnstown, PA
  Broker
• Chung Yueh LinCRD 4737029 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph LorenzoCRD 6328982 · Meriden, CT
  IA RegisteredBroker
• Audra Webb LubawskiCRD 3223376 · Southern Pines, NC
  IA RegisteredBroker
• Katerina LubonjaCRD 6063256 · Mansfield, MA
  IA RegisteredBroker
• Michael Christopher LudwinCRD 2426244 · Meriden, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Day LutzCRD 3139350 · San Antonio, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Mitchell R LaflamCRD 7115075 · Mystic, CT
  IA RegisteredBroker
• Anna Rae LarsonCRD 6970623 · Grand Forks, ND
  IA RegisteredBroker
• Brook Nova LedbetterCRD 7511377 · Clarksville, TN
  IA RegisteredBroker
• Giuseppe Faro LeoneCRD 7321658 · Astoria, NY
  IA RegisteredBroker
• Peter LevineCRD 1500411 · Brooklyn, NY
  IA RegisteredBroker
• Christopher LinebergerCRD 2437727 · Newtown, CT
  IA RegisteredBroker
• Diana Vannessa LondonoCRD 5045867 · Meriden, CT
  Broker
• Rahil MachiwallaCRD 5297491 · Hayward, CA
  IA RegisteredBroker
• Wendy S MaczkoCRD 1643356 · Eagan, MN
  IA RegisteredBroker
• Litao MaiCRD 4863046 · Newark, NJ
  IA RegisteredBroker
• David Jason MaikowskiCRD 1941000 · Farmington, CT
  IA RegisteredBroker
• Cosmin Elijah MajorsCRD 5287028 · Savannah, TN
  IA RegisteredBroker
• Derek Wilhelm MaloneCRD 5495233 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Paul ManciniCRD 4217056 · Meriden, CT
  IA RegisteredBroker
• Brian Michael ManersCRD 6233294 · Salisbury, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Barry ManghanCRD 1656496 · Monson, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Martin James MangialardiCRD 1837239 · Meriden, CT
  IA RegisteredBroker
• Robert Edward ManteCRD 6107339 · New York, NY
  IA RegisteredBroker
• John William ManzellaCRD 1412352 · Oxford, MI
  IA RegisteredBroker
• Ling MaoCRD 5151530 · New York, NY
  IA RegisteredBroker
• Robert Anthony MartinCRD 1370404 · Hyannis, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• James Charles MartinelliCRD 2283988 · Durham, CT
  Broker
• Frank Thomas MarzellaCRD 2595051 · Medford, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Claudio Mario MastroianniCRD 1811177 · Albany, NY
  IA RegisteredBroker
• Denise Elizabeth MathewsCRD 3175714 · Ray Township, MI
  IA RegisteredBroker
• Jermaine Curtis MatthewsCRD 4293125 · Bronx, NY
  IA RegisteredBroker
• Carol B MayerCRD 2017724 · Mars, PA
  IA RegisteredBroker
• Shahana McclintonCRD 5841438 · Meriden, CT
  Broker
• Matthew Peter MckennaCRD 2939543 · Dumont, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Euripides MckinnonCRD 2952451 · Salem, NH
  IA RegisteredBroker
• Christopher James MckissickCRD 5994193 · Jennerstown, PA
  IA RegisteredBroker
• Joseph Thomas McmahonCRD 2915473 · Taunton, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Peter McmahonCRD 2415782 · New York, NY
  IA RegisteredBroker
• David Justin MelnykCRD 6290703 · Longwood, FL
  IA RegisteredBroker
• Alexander MerrillCRD 6777679 · Hanover, NH
  IA RegisteredBroker
  Disclosure event(s) on record

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.