Rocky Hill, CT Corporate Place Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,832 advisors across 3,563 offices

Location

100 Corporate Place, Suite 130

Rocky Hill CT 06067

Advisors at this office

3

Advisors at this office

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Frederick T

Series 66

Rocky Hill, CT

OSAIC

Frederick Trotta Jr. is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. His prior work experience includes roles at Royal Alliance Associates, Independence Financial Partners, and Horton Group LLC. He is also engaged in insurance-related activities, including client service and case management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes a wide range of investment tools and strategies, offering integrated brokerage and advisory services with access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael C

Series 63, Series 65

Rocky Hill, CT

OSAIC

Michael Connery is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Signator Investors, Inc. for 31 years before joining OSAIC in 2018. In addition to his advisory role, Connery is involved in insurance brokerage, offering auto and home insurance policies and related services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and third-party solutions to construct diversified portfolios tailored to client risk tolerance and preferences.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Armand F

Series 63

Rocky Hill, CT

OSAIC

Armand Fisher is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and at Sii from 2013 to 2018. In addition to his advisory role, he is involved in life insurance sales and holds a leadership position as president of a life insurance company. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, combining proprietary and third-party investment solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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