Christopher
Polsinelli
Osaic Institutions, Inc
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About this Advisor
Christopher Polsinelli is a financial advisor based in Ballston Spa, New York, working with Osaic Institutions, Inc. Christopher has previously held positions at Jhfn Sii, Principal Life Insurance Company, Principal Securities Inc, Prudential Insurance Company Of America, Pruco Securities, LLC, Transamerica Capital Inc, Osaic Institutions, Inc, and Ballston Spa National Bank. Christopher has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Christopher is part of Osaic Institutions, Inc, which operates out of Ballston Spa, 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
Christopher Polsinelli Work History
Osaic Institutions, Inc
Ballston Spa National Bank
Pruco Securities, LLC
Prudential Insurance Company Of America
Transamerica Capital Inc
Prudential Insurance Company Of America
Pruco Securities, LLC
Principal Life Insurance Company
Principal Securities Inc
Jhfn Sii
Disclosures
Please visit the SEC profile of Christopher Polsinelli 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
Beverly Hills, CA
Derry, PA
Fargo, ND
Cornelius, NC
Centerville, MA
Chapel Hill, NC
Canton, MA
Meriden, CT
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