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Sabina Anna Vegiard

Osaic Institutions, Inc.

Meriden, CT

Tolland, CT

CRD 5169556

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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 2021-06-25
MA RA APPROVED 2020-01-30
  • CT RA
    APPROVED
    Since 2021-06-25
  • MA RA
    APPROVED
    Since 2020-01-30

Branch Locations

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

Tolland, CT • 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
Lpl Financial Llc Danielson CT 02/2016 09/2016
Key Investment Services Llc Manchester CT 09/2016 04/2017
Key Investment Services Llc Manchester CT 04/2017 11/2019
Infinex Investments, Inc. Meriden CT 01/2020 Present
Previous Registrations
  • 2016-09-21 → 2019-11-25
    Manchester, CT
    Danielson, CT
    Manchester, CT
    Willington, CT
    Cohoes, NY
    Danielson, CT
  • 2016-02-23 → 2016-09-21
    Danielson, CT
    Webster, MA
    Eastford, CT
    Dayville, CT
    Putnam, CT
    Woodstock, CT
  • 2014-06-28 → 2016-02-20
    Manchester, CT
    Deep River, CT
    Rocky Hill, CT
    West Hartford, CT
    Rocky Hill, CT
    Manchester, CT
    Hartford, CT
    Cromwell, CT
    East Hampton, CT
Other Businesses

1.) Notary Public. services provided to bank customers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-24
S63 Uniform Securities Agent State Law Examination 2013-11-12
  • S65 Uniform Investment Adviser Law Examination
    2014-04-24
  • S63 Uniform Securities Agent State Law Examination
    2013-11-12
Other Names
  • Sabina Anna Liniewska
  • Sabina Anna Vegiard
  • Sabina Anna Ryba

View on SEC IAPD

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