Paul Richard Vegiard
Investment adviser representative at Osaic Institutions, Inc.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Monson Savings BankSep 2019 to now
- Osaic Institutions, Inc.Jun 2018 to now
- Infinex Investments, Inc.Jun 2018 to now
- United BankJun 2018 to Aug 2019
- Santander Bank NAMar 2016 to Jun 2018
- Santander Securities LLCMar 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 2623795
- Firm CRD
- 35371