Erik A Lillibridge

Current Employers

Employment History

• 02/2014 → 01/2025
  Lincoln Financial Advisors
  Hartford, CT
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hartford, CT

Previous Registrations

• 2014-02-03 → 2025-01-24
  Osaic Fa, Inc.
  Hartford, CT
• 2012-04-19 → 2014-02-07
  Ameriprise Financial Services, Llc
  East Hartford, CT
• 2011-08-17 → 2012-04-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hartford, CT
  Stamford, CT
  West Hartford, CT
  West Hartford, CT
  New York, NY
• 2009-04-13 → 2011-07-25
  Osaic Fa, Inc.
  Hartford, CT
• 2007-04-12 → 2009-04-03
  Connecticut Investment Management
  Storrs, CT
• 2006-06-01 → 2007-04-05
  Newalliance Investments, Inc.
  Storrs, CT
  New Haven, CT
• 2004-10-20 → 2005-12-16
  Banc Of America Investment Services, Inc.
  Granby, CT
• 2003-11-14 → 2004-10-20
  Quick & Reilly, Inc.
  Hartford, CT
• 2003-10-06 → 2003-10-28
  Osaic Institutions, Inc.
  Somers, CT
• 2002-08-28 → 2003-10-15
  Quick & Reilly, Inc.
  Hartford, CT

Other Businesses

1. POA POSITION: Power of Attorney NATURE: My mother has me listed as a Power of Attorney in her will as well as my sister. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/27/2015 ADDRESS: 6 Silver Brook Lane, North Granby CT 06060, United States DESCRIPTION: If my mother becomes incapacitated, I will be able to pay her bills, make decisions on her behalf, do her banking, etc. 2. ERIK A. LILLIBRIDGE (INSURANCE) POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 02/03/2014 ADDRESS: 360 Bloomfield Avenue, Suite 301, Office #375, Windsor CT 06095, United States DESCRIPTION: Insurance and fixed annuity sales 3. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/23/2025 ADDRESS: 360 Bloomfield Ave., Suite 301, Office 375, Windsor CT 06095, United States DESCRIPTION: Use IronBridge Wealth Counsel, LLC as marketing name for business.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-01

Other Names

• Erik Alexander Lillibridge