AZ
AZ

Alyson Rebecca Zibell

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
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

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Location

203 Main Street, Terryville, CT, 06786

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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.

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Other Business Activities

Alyson works as a customer service representative at Thomaston Savings Bank, spending about half her time opening new accounts and servicing customer needs. She also earns rental income from an Air BNB on her personal property, dedicating minimal time to this activity.

Employment History
Current Registrations
Osaic Institutions, INC.
December 2013 - Present · 12 yrs 2 mos
Osaic Institutions, INC.Broker
February 2012 - Present · 14 yrs
State Registrations7 states
AZCTFLNCNYRISC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.