Matthew
Rich
Osaic Institutions, Inc
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About this Advisor
Matthew Rich is a financial advisor based in Meriden, Connecticut, working with Osaic Institutions, Inc. Matthew has previously held positions at Bomar Adventures, LLC, Rich Capital, and Infinex Investments, Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Matthew 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.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
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
Matthew Rich Work History
Infinex Investments, Inc
Bomar Adventures, LLC
Rich Capital
Disclosures
Please visit the SEC profile of Matthew Rich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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