James
Nocerino

Osaic Institutions, Inc

CRD#1152575
Investment Advisor
in Meriden, CT

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About this Advisor

James Nocerino is a financial advisor based in Meriden, Connecticut, working with Osaic Institutions, Inc. James has previously held a position at Infinex Investments, Inc. James is registered to provide services in Connecticut. Currently, James is part of Osaic Institutions, Inc, which operates out of Meriden, 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.

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

538 Preston Avenue
Meriden, CT 06450-4858

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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

James Nocerino Work History

2013 - Present (11 years)

Infinex Investments, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Nocerino 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

Bret Kinzler
Fargo, ND
Robert Martin
Hyannis, MA
John Chipelo
Meriden, CT
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Charles Claver
Beverly Hills, CA
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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