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Kelli A Menard

Osaic Institutions, Inc.

Prospect, CT

South Windsor, CT

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Current Employers
Osaic Institutions, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-02-25
  • CT RA
    APPROVED
    Since 2025-02-25

Branch Locations

24 Waterbury Road, Prospect, CT 06712 • United States

1751 Ellington Rd, South Windsor, CT 06074 • 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. Meriden CT 06/2016 04/2020
People's United Bank Windsor Locks CT 06/2016 04/2020
People's United Bank Manchester CT 04/2020 12/2020
People's Securities, Inc. Manchester CT 05/2020 12/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 12/2020 05/2022
Manchester Community College Manchester CT 08/2014 05/2017
Osaic Institutions, Inc. Meriden CT 05/2022 Present
  • 06/2016 → 04/2020
    Infinex Investments, Inc.
    Meriden, CT
  • 06/2016 → 04/2020
    People's United Bank
    Windsor Locks, CT
  • 04/2020 → 12/2020
    People's United Bank
    Manchester, CT
  • 05/2020 → 12/2020
    People's Securities, Inc.
    Manchester, CT
  • 12/2020 → 05/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Hartford, CT
  • 08/2014 → 05/2017
    Manchester Community College
    Manchester, CT
  • 05/2022 → Present
    Osaic Institutions, Inc.
    Meriden, CT
Other Businesses

1.) ION Bank. Retail banking. Started May 2022. Financial Advisor. yes, investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-24
S63 Uniform Securities Agent State Law Examination 2016-10-25
  • S65 Uniform Investment Adviser Law Examination
    2025-02-24
  • S63 Uniform Securities Agent State Law Examination
    2016-10-25
Other Names
  • Kelli Menard
  • Kelli Angelina Menard

View on SEC IAPD

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