Skip to content

Michael John Dreveniak

Investment adviser representative at Osaic Institutions, Inc.
17 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business

Are you Michael John Dreveniak? Claim your profile

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

17 years in the industry.

  1. Osaic Institutions, Inc.Oct 2015 to now
  2. Osaic Institutions, Inc. (formerly Infinex Investments, Inc)Oct 2015 to now
  3. First Commonwealth BankMay 2009 to now

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
5224285
Firm CRD
35371
Advisor's SEC record (opens in a new tab)
CallContact this firm