John Andrew Mcloughlin
Investment adviser representative at Osaic Institutions, Inc.
12 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Institutions, Inc.Mar 2025 to now
- Osaic Instituions, Inc.Mar 2025 to now
- Rhinebeck BankMar 2025 to now
- Santander Bank, NANov 2023 to Mar 2025
- Santander Securities, LLCNov 2023 to Mar 2025
- Woodbury Financial Services IncSep 2022 to Nov 2023
- Ferreira ConstructionJan 2021 to Jun 2023
- Santander Bank, NAJan 2017 to Dec 2020
- Santander Securities, LLCJan 2017 to Dec 2020
- Cco Investment Services Corp.Sep 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1437650
- Firm CRD
- 35371