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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-01 |
Branch Locations
990 State Route 67, Ballston Spa, NY 12020 • United States
13 Maple Road, Voorheesville, NY 12186 • United States
625 Maple Avenue, Saratoga Springs, NY 12866 • United States
770 Saratoga Road, Burnt Hills, NY 12027 • United States
124 Dunning St, Ballston Spa, NY 12020 • United States
1714 Route 9, Clifton Park, NY 12065 • United States
428 Hudson Ave, Mechanicville, NY 12170 • United States
1207 Troy Schenectady Rd, Latham, NY 12110 • United States
3060 Rt 9N, Greenfield Center, NY 12833 • United States
87 Front Street, Ballston Spa, NY 12020 • United States
1973 Western Avenue, Albany, NY 12203 • United States
344 Rowland Street, Ballston Spa, NY 12020 • United States
5091 Sacandaga Road, Galway, NY 12074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballston Spa National Bank | Saratoga Springs | NY | 02/2009 | Present |
| Infinex Investments, Inc. | Ballston Spa | NY | 07/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-23 |
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