Renata I Schindler
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.
- Watertown Savings BankJul 2022 to now
- Osaic Institutions, Inc.Feb 2020 to now
- Infinex Investments, Inc.Feb 2020 to now
- Envision BankMar 2018 to Jul 2022
- Citizens BankSep 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
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
- 6553298
- Firm CRD
- 35371