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Christian T Alger

Osaic Institutions, Inc.

Harrisonburg, VA

CRD 8150184

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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
VA RA APPROVED 2026-01-28
  • VA RA
    APPROVED
    Since 2026-01-28

Branch Locations

80 Cross Keys Road, Harrisonburg, VA 22801 • 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
Osaic Institutions Meriden CT 08/2025 Present
F&M Bank Broadway VA 12/2021 08/2025
Pepsi Weyers Cave VA 08/2020 12/2021
Truist Bank Woodstock VA 04/2019 08/2020
Abc Store Mount Jackson VA 06/2018 04/2019
Food Lion Mount Jackson VA 02/2015 06/2018
  • 08/2025 → Present
    Osaic Institutions
    Meriden, CT
  • 12/2021 → 08/2025
    F&M Bank
    Broadway, VA
  • 08/2020 → 12/2021
    Pepsi
    Weyers Cave, VA
  • 04/2019 → 08/2020
    Truist Bank
    Woodstock, VA
  • 06/2018 → 04/2019
    Abc Store
    Mount Jackson, VA
  • 02/2015 → 06/2018
    Food Lion
    Mount Jackson, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-23
  • S66 Uniform Combined State Law Examination
    2026-01-23
Other Names
  • Trey Alger

View on SEC IAPD

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