East Longmeadow, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$4,877,438,185
ClientsTotal clients
15,798
AdvisorsAdvisors at this office
2
Of 543 advisors across 352 offices
Location
61 North Main Street
East Longmeadow MA 01028
Advisors at this office
2
Advisors at this office
Paul D
Series 63, Series 65
East Longmeadow, MA
OSAIC Institutions, inc.
Paul Duquette is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Wells Fargo, Citizens Securities, and Santander Securities. 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 with a hybrid adviser/broker-dealer structure that integrates discretionary and non-discretionary management approaches.
Paul V
Series 63, Series 66
East Longmeadow, MA
OSAIC Institutions, inc.
Paul Vegiard Jr. is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Monson Savings Bank since 2019, previously held roles at Infinex Investments, Inc., United Bank, and Santander Securities. His current role at Monson Savings Bank involves financial advising within the banking sector. 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 with a hybrid adviser/broker-dealer structure and a distinctive service and distribution model.
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