Ryan J. Harteis

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

• 05/2005 → Present
  First Commonwealth Bank
  Wexford, PA
• 07/2015 → Present
  Infinex Investments, Inc.
  Meriden, CT

Previous Registrations

• 2011-12-19 → 2015-10-16
  Essex National Securities, Llc
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Napa, CA

Other Businesses

1.)FIRST COMMONWEALTH BANK - CLIENT SERVICE REPRESENTATIVE. 40HRS/WK. OPENING BANK ACCOUNTS, LOANS, IRA'S. 2.)First Commonwealth Bank Trust Division. Yes, investment related. Approx 8 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-16