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CRD 2800662
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 | 2021-07-14 |
| NJ | RA | APPROVED | 2016-09-20 |
Branch Locations
208-24 Cross Island Parkway, Bayside, NY 11360 • United States
205-11 Hillside Avenue, Hollis, NY 11423 • United States
25-29 Parsons Blvd, Whitestone, NY 11354 • United States
107-55 Queens Blvd, Forest Hills, NY 11375 • United States
71-02 Forest Avenue, Ridgewood, NY 11385 • United States
202-16 Rockaway Pt. Blvd, Breezy Point, NY 11697 • United States
7124 18Th Ave, Bensonhurst, NY 11204 • United States
8522-26 Third Avenue, Brooklyn, NY 11209 • United States
244 Court St., Brooklyn, NY 11201 • United States
320 E. 204Th Street, Bronx, NY 10467 • 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 |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 08/2016 | Present |
| Ridgewood Savins Bank | Ridgewood | NY | 08/2016 | Present |
1.) Ridgewood Savings Bank. yes, investment related. Started Aug 2016. Producing manager. Approx 160 hours per month. Approx 137 during trading hours. Financial consultant and Program Manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-11 |
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