Naugatuck, CT Church Street Office

Team
Updated today

Client AUM

$4,877,438,185

Clients

15,798

Advisors

2

Of 543 advisors across 352 offices

Location

87 Church Street

Naugatuck CT 06770

Advisors at this office

2

Advisors at this office

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Jennifer R

Series 66

Naugatuck, CT

OSAIC Institutions, INC.

Jennifer Rowland is a financial advisor at OSAIC Institutions, INC. with 13 years of industry experience. She holds a Series 66 designation and has worked at Ion Bank (Naugatuck Savings Bank) since 2011, serving as First Vice President. Additionally, she has been associated with infinex Investments, Inc. since 2007. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s network of investment adviser representatives employs both advisory and brokerage solutions, with a significant portion of assets managed on a non-discretionary basis, supported by distinctive operational features such as dual broker-dealer/adviser status and extensive partnerships with banks and credit unions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Angelo P

Series 63, Series 65

Naugatuck, CT

OSAIC Institutions, inc.

Angelo Piccolo is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup, People's Securities, and Ion Bank. Since 2018, he has been associated with OSAIC Institutions and Ion Bank in advisory and banking roles. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive service and distribution model.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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