Robert Russell Fradette

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

• 07/2016 → Present
  Infinex Investments, Inc.
  Parrish, FL
• 06/2000 → Present
  Chelsea Groton Financial Services, Inc./Chelsea Groton Savings B
  Norwich, CT

Other Businesses

1.) Chelsea Groton Bank. Yes. investment related. Financial Advisor, VP. Started in 2000.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-26
• S63 Uniform Securities Agent State Law Examination
  1992-01-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bob Fradette