Albert Andrew Smith
Investment adviser representative at Osaic Institutions, Inc.
22 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
22 years in the industry.
- Osaic Institutions, Inc.Jan 2024 to now
- Infinex Investments, Inc.Nov 2023 to now
- The Cooperative BankSep 2023 to now
- Infinex Investments, Inc.Mar 2018 to Sep 2023
- South Shore BankMar 2018 to Sep 2023
- Santander Securities LLCSep 2012 to Mar 2018
- Sovereign BankJul 2004 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 2213278
- Firm CRD
- 35371