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 9 of 11

• Justin RussellCRD 7352105 · Ansonia, CT
  IA RegisteredBroker
• Gavin William ReaserCRD 7346963 · Ravenna, OH
  IA RegisteredBroker
• Gregory Caldwell ReidCRD 4985430 · Valdosta, GA
  IA RegisteredBroker
• Alexis Patrice RiddickCRD 7659935 · Newport News, VA
  IA RegisteredBroker
• Morgan RobertsCRD 7725817 · Phoenix, AZ
  Broker
• Luke RobichaudCRD 3129460 · Newtown, CT
  IA RegisteredBroker
• Courtney Aaron RoozeCRD 6892194 · Fowler, IN
  IA RegisteredBroker
• Jennifer Ann RowlandCRD 5275013 · Naugatuck, CT
  IA RegisteredBroker
• Melody RoyerCRD 8025056 · Meridiam, ID
  IA Registered
• Kambiz SaadatCRD 1940728 · Montville, NJ
  IA RegisteredBroker
• John Charles SalvaggioCRD 1009803 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark Charles SanchioniCRD 4272426 · Ridgewood, NY
  IA RegisteredBroker
• Sean Mitchell SatherCRD 5795530 · Fargo, ND
  IA RegisteredBroker
• Aaron Leo SchettlerCRD 4639268 · Aurora, CO
  IA RegisteredBroker
• Matthew Adam SchlueterCRD 2627931 · Meriden, CT
  Broker
• Nicholas SchmittCRD 2656312 · Coshocton, OH
  IA RegisteredBroker
• Gerhard Philip SchneiderCRD 2561222 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Bruce SchneiderCRD 1524223 · Bay Ridge, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephan Otto ScribnerCRD 4334787 · Ballston Spa, NY
  IA RegisteredBroker
• Farhad SediqiCRD 6042237 · San Juan Capistrano, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• David K SeegersCRD 4097893 · South Hill, VA
  BrokerRegistration inactive
• Karen Louise SerangeliCRD 2280934 · Urbandale, IA
  Broker
• Aaron Brett SextonCRD 4405402 · Pulaski, VA
  IA RegisteredBroker
• Logan Alexander ShanksCRD 6334064 · Atlanta, GA
  IA RegisteredBroker
• Cory M ShapiraCRD 4356867 · Estero, FL
  IA Registered
• Jason Craig SherwoodCRD 5899859 · Kill Devil Hills, NC
  IA RegisteredBroker
• Song Bo ShimCRD 6102187 · Harrisburg, PA
  IA RegisteredBroker
• Peter Mathew SilboCRD 1975657 · Meriden, CT
  Broker
• Erica Cristina SimpsonCRD 2766174 · Concord, NH
  IA RegisteredBroker
• Joseph SipalaCRD 4276932 · Meriden, CT
  IA Registered
• Adam Blaine SkalickyCRD 5948907 · Greenwood Village, CO
  Broker
• Scott SkidmoreCRD 2578457 · Bristol, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Allen Dale SmithCRD 717495 · Cary, NC
  IA RegisteredBroker
• Charles SmithCRD 4188568 · Fletcher, NC
  IA RegisteredBroker
• Kevin Gerard SmithCRD 6311864 · Waterbury, CT
  IA RegisteredBroker
• Ralph Wilson SmithCRD 1709504 · Valdosta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kian Hoe SohCRD 3142530 · Los Angeles, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Paul SoucyCRD 1486699 · Manchester, NH
  IA RegisteredBroker
• Bobbi Jo SpainhowerCRD 6262122 · Charles City, IA
  IA RegisteredBroker
• Philip Thomas SpringirthCRD 4906604 · New Castle, PA
  IA RegisteredBroker
• David Walter StangohrCRD 2504954 · Lee's Summit, MO
  IA RegisteredBroker
• James Vincent SteeleCRD 3268019 · Meriden, CT
  Broker
• Marina Danielle StephensCRD 6041747 · Patton, PA
  IA RegisteredBroker
• Joann Arlene SterlingCRD 2655139 · Fairfield, CT
  Broker
• Larry Gene StraleyCRD 1588154 · Greenville, VA
  IA RegisteredBroker
• James David StuncardCRD 2606555 · Pittsburgh, PA
  Broker
• John S SudresianuCRD 4011525 · New York, NY
  IA RegisteredBroker
• Brian SullivanCRD 2734412 · N. Lindenhurst, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Heather Marie SullivanCRD 5159796 · Meridiam, ID
  Broker
• Billie Harmon SuttonCRD 5829926 · Burke, SD
  Broker

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