Adrian Anthony Andreotta

CFP

Osaic Institutions, INC.

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax Planning

Osaic Institutions, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

546 advisors

Number of Clients

7,211 clients

Average Client Portfolio

$558K average

Assets Under Management

$4.0B

Fee Structure

Location

Southington, CT

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Adrian is a captain and owner of a charter fishing boat, starting in May 2025. This activity, which is not investment-related, takes about half of his time, primarily on weekends.