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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 | 2022-09-01 |
Branch Locations
85 Broad Street 10Th Floo, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 11/2015 | 03/2018 |
| Popular Bank | New York | NY | 03/2018 | Present |
| Infinex Investments, Inc. | Meriden | CT | 03/2018 | Present |
1.) Popular Bank. Banking. Started in March 2018. Private Banker. New York, NY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-17 |
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