Kevin Barry Manghan

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

• 05/2011 → 09/2016
  Lpl Financial
  Charlotte, NC
• 05/2011 → 09/2016
  First Niagara Securities
  Storrs, CT
• 09/2016 → 01/2017
  Key Investment Services Llc
  Manchester, CT
• 01/2017 → Present
  Infinex Investments, Inc
  Meriden, CT
• 01/2017 → 09/2019
  Peoples Bank
  South Hadley, MA

Previous Registrations

• 2017-01-20 → 2019-09-12
  Osaic Institutions, Inc.
  South Hadley, MA
• 2016-09-21 → 2017-01-25
  Key Investment Services Llc
  Manchester, CT
  Ludlow, MA
• 2011-06-01 → 2016-09-21
  Lpl Financial Llc
  Willington, CT
  Storrs, CT
  Fort Mill, SC
  Storrs, CT
  Willimantic, CT
  Willington, CT
  Willimantic, CT
  Stafford, CT
  Tolland, CT
  Dayville, CT
  Eastford, CT
  Webster, MA
  Putnam, CT
  Danielson, CT
  Woodstock, CT
  Ludlow, MA
  Southwick, MA
  East Longmeadow, MA
  Holyoke, MA
  Feeding Hills, MA
  West Springfield, MA
  West Springfield, MA
  Westfield, MA
• 2009-08-24 → 2009-09-22
  Valic Financial Advisors, Inc.
  Burlington, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-05-05

Designations

• Certified Financial Planner