Richard Edward Labriola
Investment adviser representative at Osaic Institutions, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.5BFirm assets
Are you Richard Edward Labriola? 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
10 years in the industry.
- Osaic Institutions, Inc.Nov 2019 to now
- Infinex Investments, Inc.Nov 2019 to now
- Ion BankNov 2019 to now
- UnemployedJun 2019 to Oct 2019
- Key Investment Services LLCSep 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2014
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
- 5741827
- Firm CRD
- 35371