Erik Lillibridge
Erik Lillibridge is a registered investment advisor at Osaic Wealth, INC., based in Windsor, CT, with 25 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
360 Bloomfield Ave, Suite 301, Office #375, Windsor, CT, 06095
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Regulatory History (1)
Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Erik is an insurance agent offering accident and health insurance, disability, fixed and indexed annuities, and traditional life insurance. This will start upon activation and take a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Connecticut Investment Management
Newalliance Investments, INC.Broker
Newalliance Investments, INC.
Prudential Investment Management Services LLCBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Infinex Investments, INC.Broker
Infinex Investments, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.