Jerry
Celentano
Osaic Institutions, Inc
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About this Advisor
Jerry Celentano is a financial advisor based in New York, New York, working with Osaic Institutions, Inc. Jerry has previously held positions at HSBC Securities (USA) Inc, Santander Securities, LLC, Apple Bank, Infinex Investments, Inc, HSBC Bank USA, N.A, and Santander Bank, N.A. Jerry has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Jerry is part of Osaic Institutions, Inc, which operates out of New York, 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
Jerry Celentano Work History
Apple Bank
Infinex Investments, Inc
Santander Securities, LLC
Santander Bank, Na
Hsbc Securities (Usa) Inc
Hsbc Bank Usa, N.A
Hsbc Securities (Usa) Inc
Hsbc Securities (Usa) Inc
Disclosures
Please visit the SEC profile of Jerry Celentano 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
Dover, NH
Fargo, ND
Scarsdale, NY
Cornelius, NC
Centerville, MA
Chapel Hill, NC
Canton, MA
Christiansburg, VA
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.
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