Luke Robichaud
Investment adviser representative at Osaic Institutions, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.5BFirm assets
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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
13 years in the industry.
- Osaic Institutions, Inc.May 2022 to now
- Infinex Investments, Inc.May 2022 to now
- Newtown Savings BankMay 2022 to now
- The Leaders Group, Inc.Jan 2020 to May 2022
- Bluerock Capital Markets, LLCNov 2016 to Jan 2020
- Midwood Financial Services, Inc.Sep 2013 to May 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 3129460
- Firm CRD
- 35371