Bristol, CT Middle Street Office

William Coe is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long-term roles at Infinex Investments, Thomaston Savings Bank/CTAS, and New Haven Savings Bank, each spanning over three decades. OSAIC Institutions, Inc. serves individuals, including high-net-worth clients, as well as ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm features a hybrid adviser/broker-dealer structure and a service model that combines firm supervision with delegated investment management by its adviser representatives.

Amber Pinette is a Series 66-registered financial advisor with nine years of industry experience. She is currently affiliated with OSAIC Institutions, Inc. and has worked with Infinex - Thomaston Financial Services since 2014. Amber volunteers approximately eight hours per month with the Connecticut Association for Human Services. OSAIC Institutions, Inc. serves 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 with a hybrid adviser and broker-dealer model that supports both discretionary and non-discretionary account management.