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Robert David Kusiak

Osaic Institutions, Inc.

Meriden, CT

Meriden, CT

CRD 4855734

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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:

Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2005-01-18
  • CT RA
    APPROVED
    Since 2005-01-18

Branch Locations

538 Preston Avenue, Meriden, CT 06450-4858 • United States

538 Preston Avenue, Meriden, CT 06450-4858 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Infinex Investments, Inc. Farmington CT 05/2004 Present
Oti Marketing Southiington CT 03/2011 Present
  • 05/2004 → Present
    Infinex Investments, Inc.
    Farmington, CT
  • 03/2011 → Present
    Oti Marketing
    Southiington, CT
Other Businesses

1.)Selloti LLC with an address of 241 Natchaug Drive Meriden CT 06450 - Online Reselling Business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-14
  • S66 Uniform Combined State Law Examination
    2005-01-14

View on SEC IAPD

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