Southington, CT 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
3
Of 543 advisors across 352 offices
Location
31 Liberty St, Unit 306
Southington CT 06489
Advisors at this office
3
Advisors at this office
Adrian A
CFP®, Series 63, Series 65
Southington, CT
OSAIC Institutions, inc.
Adrian Andreotta is a CFP® professional with 14 years of industry experience currently affiliated with OSAIC Institutions, Inc. His prior roles include positions at Infinex Investments, LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory work, he is the owner and captain of a charter fishing boat, a venture he plans to begin in 2025. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 structure with both discretionary and non-discretionary accounts.
Elizabeth I
Series 66
Southington, CT
OSAIC Institutions, inc.
Elizabeth Ingriselli is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. She holds the Series 66 designation and has worked at Infinex Investments, Inc. since 2013. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure that supports both discretionary and non-discretionary management.
Alexander P
Series 66
Southington, CT
OSAIC Institutions, inc.
Alexander Parkos is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and five years of industry experience. He has previously worked at Infinex Investments Inc., Aldrich Wealth Management, and Silver City Properties, as well as Eastern CT State University. Outside of his advisory role, he serves as a consultant for Rich Capital financial services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large team of advisors. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.
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