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Abraham Cecena

Osaic Institutions, INC.
8 Years of Experience
Meridian, ID
BrokerSells Insurance
View SEC Summary
View SEC Summary

Abraham Cecena is a registered investment advisor at Osaic Institutions, INC., based in Meridian, ID, with 8 years of industry experience. Abraham 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
566 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
—
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Location

Meridian, ID

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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 ActivitiesSells Insurance

Abraham is involved in independent insurance brokering through SBMA since January 2024, focusing on health insurance. This activity is outside of his role as a financial advisor.

Employment History
Current Registrations
Osaic Institutions, INC.
July 2025 - Present · 1 yr 3 mos
Osaic Institutions, INC.
July 2025 - Present · 1 yr 3 mos
Osaic Institutions, INC.Broker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
February 2022 - August 2025 · 3 yrs 6 mos
Ameriprise Financial Services, LLCBroker
February 2022 - August 2025 · 3 yrs 6 mos
Pfg Advisors
July 2020 - January 2022 · 1 yr 6 mos
Securities America, INC.Broker
July 2020 - January 2022 · 1 yr 6 mos
Equitable Advisors, LLC
February 2019 - July 2020 · 1 yr 5 mos
Equitable Advisors, LLCBroker
January 2019 - July 2020 · 1 yr 6 mos
Primerica Advisors
May 2017 - December 2018 · 1 yr 7 mos
PFS Investments INC.Broker
March 2017 - December 2018 · 1 yr 9 mos
State Registrations8 states
AZCAIDNJNVPATXWA
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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