Elizabeth Brooks Ingriselli

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

• 12/2013 → Present
  Infinex Investments, Inc.
  Meriden, CT

Other Businesses

1.) Rich Capital Financial Services. Yes, investment related. Financial consulting. Co-owner, registered representative. Started Nov 2013. Approx 160 hours per month. Approx 136 hours during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-04

Other Names

• Elizabeth Wright
• Elizabeth Brooks Wright