Bob
Azarieh
Osaic Institutions, Inc
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About this Advisor
Bob Azarieh is a financial advisor based in Plainview, New York, working with Osaic Institutions, Inc. Bob has previously held positions at Cape Securities Inc, Ridgewood Savings Bank, Arive Capital Markets, HSBC Bank USA N.A, HSBC Securities Inc, and Infinex Investments, Inc. Bob has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Bob is part of Osaic Institutions, Inc, which operates out of Plainview, New York. 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
Bob Azarieh Work History
Ridgewood Savings Bank
Infinex Investments, Inc
Hsbc Bank Usa N.A
Hsbc Securities Inc
Arive Capital Markets
Cape Securities Inc
Disclosures
Please visit the SEC profile of Bob Azarieh 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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