Osaic Institutions, Inc.

Overview

Osaic Institutions, Inc. is a Broker Dealer and registered investment adviser based in Meriden, CT, registered since 1993. It reports $6.5B in assets under management across 11,892 accounts, with 1,839 employees. Its 673 registered representatives work across 392 branch offices in 37 states.

Reported AUM

$6.5B

Discretionary

63%

Accounts

11,892

Average account

$546K

Employees

1,839

Registered reps

673

Branch offices

392

Registered since

1993

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Kiosk Activities - Bank
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• 5 more

Executive officers 3 of 6

• Stephen Paul Amarante President, Chief Executive Officer, Director CRD 3165067
• Christopher Mills Mitchell Corporate Treasurer, Financial And Operations Principal CRD 2420144
• James Dale Price Chairperson, Chairman CRD 1243224

3 more executive officers, with direct contact details

Registered reps 3 of 673

• Chimaobi Abarikwu Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7331951
• Kevin James Abrams Registered Rep CRD 6427448
• Rosemary C Abreu Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4868136

670 more registered reps, with emails, phones and branch locations

Location

Headquarters

538 Preston Ave
Meriden, CT 06450

County

South Central Ct

Metro area

New Haven-Milford, CT

Region

Northeast

Branch offices

392 in 37 states, including Brooklyn, NY, New York, NY and Brea, CA

Registrations

• SEC registered, corporation formed in Connecticut
• Registered in 53 jurisdictions
• Website: infinexgroup.com

Every state, with registration dates

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