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Brian Patrick Flanagan

Osaic Institutions, Inc.

Milford, CT

CRD 7583801

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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:

Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-02-16
  • CT RA
    APPROVED
    Since 2024-02-16

Branch Locations

33 Broad Street, Milford, CT 06460 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodruff Family Ymca Milford CT 10/2017 06/2021
Milford Quality Landscaping Milford CT 06/2018 08/2019
Total Wine & More Milford CT 05/2021 06/2022
Milford Bank Milford CT 06/2022 Present
Joseph A Foran High School Milford CT 09/2014 06/2018
Quinnipiac University Hamden CT 09/2018 05/2022
Infinex Investments, Inc. Meriden CT 06/2022 Present
  • 10/2017 → 06/2021
    Woodruff Family Ymca
    Milford, CT
  • 06/2018 → 08/2019
    Milford Quality Landscaping
    Milford, CT
  • 05/2021 → 06/2022
    Total Wine & More
    Milford, CT
  • 06/2022 → Present
    Milford Bank
    Milford, CT
  • 09/2014 → 06/2018
    Joseph A Foran High School
    Milford, CT
  • 09/2018 → 05/2022
    Quinnipiac University
    Hamden, CT
  • 06/2022 → Present
    Infinex Investments, Inc.
    Meriden, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-12
  • S66 Uniform Combined State Law Examination
    2024-01-12

View on SEC IAPD

Nearby Firms

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HIGHTOWER ADVISORS, LLC

Nearby Investors

GREGORY PAUL GELOSO
BETH ANNE BOTTI
SHAN C DIAO

Nearby Offices

EQUITABLE ADVISORS, LLC · MILFORD, CT
COASTAL BRIDGE ADVISORS · Milford, CT
HIGHTOWER ADVISORS, LLC · Milford, CT

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