Erica Cristina Simpson
Investment adviser representative at Osaic Institutions, Inc.
9 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
9 years in the industry.
- Ledyard BankApr 2025 to now
- Osaic Institutions, Inc.Apr 2025 to now
- Fidelity InvestmentsOct 2023 to Mar 2025
- University System of New HampshireNov 2021 to Oct 2023
- Rivier UniversityMar 2019 to Nov 2021
- Southern New Hampshire UniversityAug 2016 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 2766174
- Firm CRD
- 35371