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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-01 |
Branch Locations
5 South Fourth Street, Youngwood, PA 15697 • United States
803 South Center Avenue, Hunker, PA 15639 • United States
750 East Pittsburgh Street, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Natrona Heights | PA | 09/2016 | 12/2016 |
| Keybank | Natrona Heights | PA | 02/2016 | 12/2016 |
| Keybank | Natrona Heights | PA | 12/2016 | 02/2022 |
| Key Investment Services, Llc | Cleveland | OH | 12/2016 | 02/2022 |
| Key Investment Services Llc | Brooklyn | OH | 02/2022 | 02/2023 |
| Key Investment Services Llc | Brooklyn | OH | 02/2023 | 06/2024 |
| Osac Instituions, Inc. | Meriden | CT | 07/2024 | Present |
| First Commonwealth Bank | Greensburg | PA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-09 |
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