Sabina
Vegiard

Osaic Institutions, Inc

CRD#5169556
Investment Advisor
in Meriden, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sabina Vegiard is a financial advisor based in Meriden, Connecticut, working with Osaic Institutions, Inc. Sabina has previously held positions at Cco Investment Services, Cco Investment Services Corp, Lpl Financial LLC, Key Investment Services LLC, and Infinex Investments, Inc. Sabina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Massachusetts. Currently, Sabina 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

Series 63, Series 65

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Sabina Vegiard Work History

2020 - Present (4 years)

Infinex Investments, Inc

2017 - 2019 (2 years)

Key Investment Services LLC

2016 - 2016 (< 1 year)

Lpl Financial LLC

2016 - 2017 (1 year)

Key Investment Services LLC

2014 - 2016 (2 years)

Cco Investment Services

2013 - 2014 (1 year)

Cco Investment Services Corp

Disclosures

Please visit the SEC profile of Sabina Vegiard 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

Robert Gallert
High Point, NC
Fermin Mesina
Chula Vista, CA
Ryan Robertson
Derry, PA
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
John Cogan
Meriden, CT
Peter Aiello
Canton, MA
John Chipelo
Meriden, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started