Darien Sherman Lewie

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  Lewie Insurance
  Granby, CT
• 11/2013 → Present
  Infinex Investments, Inc.
  Meriden, CT

Previous Registrations

• 2012-08-14 → 2013-11-20
  Harvest Capital Advisors, Llc
  Granby, CT
  Wethersfield, CT
  Granby, CT
• 2008-12-12 → 2012-08-16
  Woodbury Financial Services, Inc.
  Granby, CT
  Reading, MA
  Granby, CT
• 2000-05-22 → 2008-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hartford, CT
  Farmington, CT
  Avon, CT
  Hartford, CT

Other Businesses

1.) LEWIE INSURANCE - PROPERTY AND CASUALTY INSURANCE AGENCY,OWNER/OPERATOR. 2.) Tom Fredo Home Builders. Building Houses. Not Investment related. Employee. approx. 40 hours per month not during trading hours. Laborer.

Exams

• S66 Uniform Combined State Law Examination
  2000-04-18

Other Names

• Darien S Lewie