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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2015-06-03 |
| VA | RA | APPROVED | 2015-06-03 |
Branch Locations
5501 Patterson Ave, Richmond, VA 23226 • United States
1900 Lauderdale Drive, Richmond, VA 23238 • United States
97 North Main St, Kilmarnock, VA 22482 • United States
4804 Courthouse Street Suite 1, Williamsburg, VA 23188 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chesapeake Wealth Management | Williamsburg | VA | 05/2015 | Present |
| Infinex Investments, Inc. | Meriden | CT | 05/2015 | Present |
1.) Chesapeake Wealth Management Company. Yes, Investment related. Approx 95 hours per month. Starting in January 2017. Refer advisory business to our trust department that conducts advisory business through FIS Global.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-19 |
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