Josh Bordis
Investment adviser representative at Osaic Institutions, Inc.
12 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
12 years in the industry.
- Osaic Institutions, Inc.Jul 2024 to now
- Nh TrustJul 2024 to now
- Citizens Securities Inc.Mar 2023 to Jul 2024
- Ameriprise Financial Services, LLCSep 2021 to Mar 2023
- Citizens BankJan 2021 to Sep 2021
- Citizens Securities, Inc.Aug 2020 to Sep 2021
- Citizens BankJun 2019 to Aug 2020
- University of New HampshireNov 2017 to May 2019
- Higher Education Assistance GroupFeb 2014 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
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
- 5234731
- Firm CRD
- 35371