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Darien L

Series 66

Granby, CT

OSAIC Institutions, INC.

Darien Lewie is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has previously worked at Infinex Investments, Inc., Lewie Insurance, Woodbury Financial Services, Inc., and Merrill. Outside of financial advising, he owns and operates a property and casualty insurance agency and works as a laborer for Tom Fredo Home Builders. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a hybrid adviser/broker-dealer model, providing clients access to alternative investments, lending solutions, and both discretionary and non-discretionary investment management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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