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CRD 1959724
Osaic Institutions, Inc. CRD 35371
$6.49B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2009-10-29 |
Branch Locations
5 Washington Street, Wellesley, MA 02481 • United States
538 Preston Avenue, Meriden, CT 06450-4858 • UNITED STATES
10 Langley Road, Newton, MA 02459 • United States
1793 Massachusetts Avenue, Lexington, MA 02420 • United States
168 Great Road, Bedford, MA 01730 • United States
72 Burlington Mall Road, Burlington, MA 01803 • United States
856 Massachusetts Avenue, Arlington, MA 02476 • United States
201 Salem Street, Medford, MA 02155 • United States
South Brookline 1018 W. Roxbury Pkwy, Chestnut Hill, MA 02467 • United States
1160 Walnut Street, Newton, MA 02461 • United States
West Roxbury 1808 Centre Street, West Roxbury, MA 02132 • United States
Newtonville 323 Walnut Street, Newton, MA 02460 • United States
902 Highland Avenue, Needam Heights, MA 02494 • United States
456 Main Street, Waltham, MA 02452 • United States
1220 Boylston St, Chestnut Hill, MA 02467 • United States
144 Newburyport Turnpike, Rowley, MA 01969 • United States
8-10 Martin Street, Essex, MA 01929 • United States
31 Market Street, Ipswich, MA 01938 • United States
107 High Street, Danvers, MA 01923 • United States
207 Main Street, Gloucester, MA 01930 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookline Bank | Newton | MA | 09/2009 | Present |
| Infinex Investments, Inc. | Meriden | CT | 10/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-24 |
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