Erin Marie Mooney
Investment adviser representative at Osaic Institutions, Inc.
12 yearsExperience
1 stateRegistered 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.Oct 2017 to now
- First Commonwealth BankOct 2017 to now
- Infinex Investments, Inc.Oct 2017 to now
- Monte CellosNov 2014 to now
- Cetera Investment Advisers LLCJan 2015 to Sep 2017
- Cetera Investment Services LLCJan 2015 to Sep 2017
- First National Bank of PaJan 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6177372
- Firm CRD
- 35371