Brian
Flanagan

Osaic Institutions, Inc

CRD#7583801
Investment Advisor
in Milford, CT

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About this Advisor

Brian Flanagan is a financial advisor based in Milford, Connecticut, working with Osaic Institutions, Inc. Brian has previously held positions at Woodruff Family Ymca, Milford Quality Landscaping, Total Wine & More, Milford Bank, Joseph A Foran High School, Quinnipiac University, and Infinex Investments, Inc. Brian has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Brian is part of Osaic Institutions, Inc, which operates out of Milford, 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

33 Broad Street
Milford, CT 06460

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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

Brian Flanagan Work History

2022 - Present (2 years)

Milford Bank

2022 - Present (2 years)

Infinex Investments, Inc

2021 - 2022 (1 year)

Total Wine & More

2018 - 2019 (1 year)

Milford Quality Landscaping

2018 - 2022 (4 years)

Quinnipiac University

2017 - 2021 (4 years)

Woodruff Family Ymca

2014 - 2018 (4 years)

Joseph A Foran High School

Disclosures

Please visit the SEC profile of Brian Flanagan 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

Lindsay Johnson
Muncy, PA
John Cogan
Meriden, CT
Robert Martin
Hyannis, MA
Wendy Maczko
Minneapolis, MN
Justin Perri
Cornelius, NC
Parker Swart
Manteo, NC
Peter Aiello
Canton, MA
Brian Marois
South Windsor, CT

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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