Brandy
Mohan
Osaic Institutions, Inc
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About this Advisor
Brandy Mohan is a financial advisor based in Meredith, New Hampshire, working with Osaic Institutions, Inc. Brandy has previously held positions at The Bob House Restaurant, Zelek & Associates, Investors Capital Corporation, Citizens Securities, Inc, Mill River Wealth Mgmt, and Infinex Investments, Inc. Brandy has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire. Currently, Brandy is part of Osaic Institutions, Inc, which operates out of Meredith, New Hampshire. 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
Brandy Mohan Work History
Mill River Wealth Mgmt
Infinex Investments, Inc
The Bob House Restaurant
Citizens Securities, Inc
Investors Capital Corporation
Zelek & Associates
Disclosures
Please visit the SEC profile of Brandy Mohan 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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