Adam Richard Stojanowski
Investment adviser representative at Osaic Institutions, Inc.
18 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
Are you Adam Richard Stojanowski? Claim your profile
Contact this firm
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
18 years in the industry.
- Cambridge Savings BankOct 2026 to now
- Osaic Institutions, Inc.Oct 2026 to now
- EquitableJul 2025 to Oct 2026
- Equitable Advisors LLCJul 2025 to Oct 2026
- Commonwealth Financial NetworksApr 2025 to Apr 2025
- Hartford Funds Distributors, LLCJul 2022 to Jan 2025
- Diffractive Managers Group, LLCSep 2021 to Jun 2022
- Foreside Financial Services, LLCAug 2021 to Jul 2022
- Natixis Global AssociatesNov 2008 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2025
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
- 4998364
- Firm CRD
- 35371