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Financial ADVSR advisor directory · SEC adviser records

Osaic Institutions, Inc. financial advisors in South Windsor, CT

Every SEC-registered investment adviser representative at a Osaic Institutions, Inc. office in South Windsor, A to Z.

The short answer

6 registered advisors work at Osaic Institutions, Inc. in South Windsor, out of 483 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.

Osaic Institutions, Inc. advisors in South Windsor, A to Z

Every Osaic Institutions, Inc. advisor →

Osaic Institutions, Inc. advisors in every city and state →Osaic Institutions, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Institutions, Inc. advisors in other cities

Meriden, CT 35New York, NY 16West Orange, NJ 12Concord, NH 8Grand Forks, ND 6Fargo, ND 5Pittsburgh, PA 5Springfield, IL 5Abingdon, VA 4Meridiam, ID 4Poughkeepsie, NY 4Raleigh, NC 4Southington, CT 4Virginia Beach, VA 4Brooklyn, NY 3

Other firms in South Windsor

All South Windsor advisors →

LPL Financial LLC 6Integrated Wealth Concepts LLC 3Osaic Wealth, Inc. 3

Questions

How many financial advisors does Osaic Institutions, Inc. have in South Windsor?

6 investment adviser representatives are registered at Osaic Institutions, Inc. offices in South Windsor, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 483 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

Is Osaic Institutions, Inc. one of the largest advisor employers in South Windsor?

Osaic Institutions, Inc. ranks number 2 in South Windsor by registered advisors; LPL Financial LLC has the most, with 6.

How do I check a Osaic Institutions, Inc. advisor in South Windsor?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Osaic Institutions, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.