Alan J Hadad

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 02/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 04/2012 → 02/2019
  Bank Of America, N.A.
  Lincoln, RI
• 01/2020 → Present
  Pruco Securities Llc
  Marlborough, MA
• 10/2019 → 01/2020
  Legacy Insurance Brokers
  Westborough, MA
• 02/2019 → 10/2019
  Unemployed
  Sutton, MA
• 03/2020 → Present
  The Prudential Insurance Company Of America
  Marlborough, MA

Previous Registrations

• 2010-01-20 → 2019-02-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI
  Waltham, MA
  Waltham, MA
  New York, NY
  Waltham, MA
  Riverside, RI
  Weston, MA
  Wayland, MA
  Riverside, RI
• 2009-04-01 → 2009-09-25
  Edward Jones
  Sutton, MA
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2009-03-27

Other Names

• Alan J Hadad
• Alan J Hadad
• Alan Hadad
• Alan James Hadad