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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2017-11-15 |
| MA | RA | APPROVED | 2012-02-01 |
Branch Locations
538 Preston Avenue, Meriden, CT 06450-4858 • UNITED STATES
23 Elm Street, New Bedford, MA 02740 • United States
787 Main Road, Westport, MA 02790 • United States
2 Meetinghouse Lane, 2 Meetinghouse Lane, RI 02837 • United States
1000 Ashley Blvd, New Bedford, MA 02745 • United States
335 Stafford Road, Fall River, MA 02721 • United States
714 Dartmouth Street, Dartmouth, MA 02748 • United States
75 Alden Road, Fairhaven, MA 02719 • United States
1 Crandall Road, Tiverton, RI 02878 • United States
460 Robeson Street, Fall River, MA 02720 • United States
299 State Road North, Dartmouth, MA 02747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baycoast Bank | New Bedford | MA | 01/2012 | Present |
| Infinex Investments, Inc. | New Bedford | MA | 01/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-08 |
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