Alexander
Parkos

Osaic Institutions, Inc

CRD#7186140
Investment Advisor
in Southington, CT

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About this Advisor

Alexander Parkos is a financial advisor based in Southington, Connecticut, working with Osaic Institutions, Inc. Alexander has previously held positions at Xavier High School, Xpo Logistics, Eastern Ct State University, Infinex Investments Inc, Silver City Properties, and Aldrich Wealth Management. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Alexander is part of Osaic Institutions, Inc, which operates out of Southington, Connecticut. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

31 Liberty St Unit 306
Southington, CT 06489

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

CT Average: $5,297,377,271
Total Number of Employees

722

CT Average: 35
Total Number of Accounts

8,478

CT Average: 690
Average Account Size

$427,771

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Alexander Parkos Work History

2019 - Present (6 years)

Infinex Investments Inc

2018 - 2019 (1 year)

Aldrich Wealth Management

2017 - 2017 (< 1 year)

Silver City Properties

2015 - 2015 (< 1 year)

Xpo Logistics

2015 - 2019 (4 years)

Eastern Ct State University

2011 - 2015 (4 years)

Xavier High School

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Disclosures

Please visit the SEC profile of Alexander Parkos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Institutions, Inc

John Chipelo
Meriden, CT
Ling Mao
New York, NY
Amy Grieves
Chapel Hill, NC
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
James Mckenna
Dover, NH
Peter Aiello
Canton, MA
Enoch Arnett
Christiansburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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