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Alexander M
Series 66
Barre, VT
OSAIC Institutions, INC.
Alexander Merrill is a financial advisor at OSAIC Institutions, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments and Edward Jones. Merrill is also involved in higher education as an employee at Southern New Hampshire University, where he facilitates course discussions on basic finance principles and provides feedback on student work. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and combines a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.
Michelle H
Series 63, Series 65
Barre, VT
OSAIC Institutions, INC.
Michelle Huffman is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 credentials and has 24 years of industry experience. Her career includes roles at Ledyard Bank, Benoit Financial Planners, Cambridge Investment Research Advisors, Lincoln Financial Securities, and NEEBCo Retirement and Wealth Planners. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model that emphasizes firm supervision alongside delegated investment management.
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