Brian Patrick Flanagan
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.Feb 2024 to now
- Infinex Investments, Inc.Jun 2022 to now
- Milford BankJun 2022 to now
- Total Wine & MoreMay 2021 to Jun 2022
- Quinnipiac UniversitySep 2018 to May 2022
- Milford Quality LandscapingJun 2018 to Aug 2019
- Woodruff Family YmcaOct 2017 to Jun 2021
- Joseph A Foran High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7583801
- Firm CRD
- 35371