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NT
CFP
NT
CFP

Nicole Turosky

Osaic Institutions, INC.
9 Years of Experience
Danbury, CT
2 DisclosuresBroker
View SEC Summary
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Nicole Turosky is a CFP-designated registered investment advisor at Osaic Institutions, INC., based in Danbury, CT, with 9 years of industry experience. Nicole is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.

Osaic Institutions, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
570 advisors
Number of Clients
16,312 clients
Average Client Portfolio
$398K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

114 Federal Road, Danbury, CT, 06810

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
July 2025
Pending Charge
Customer Dispute
March 2025
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Osaic Institutions, INC.
March 2025 - Present · 1 yr 7 mos
Osaic Institutions, INC.Broker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2017 - January 2025 · 7 yrs 1 mo
Wells Fargo Advisors
December 2017 - January 2025 · 7 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
September 2016 - February 2017 · 5 mos
Green Well Financial
May 2015 - December 2015 · 7 mos
Linsco/private Ledger CORP.
June 2006 - July 2006 · 1 mo
Linsco/private Ledger CORP.Broker
May 2006 - July 2006 · 2 mos
Ameriprise Financial Services, INC.Broker
April 2006 - April 2006 · 0 mos
State Registrations15 states
AZCACTFLGAINMDMINCNJNMNYPARITX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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