Alexis Patrice Riddick
Investment adviser representative at Osaic Institutions, Inc.
18 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
18 years in the industry.
- Osaic Institutions, Inc.Nov 2023 to now
- Bayport Credit UnionMay 2022 to now
- Cuso Financial Services, LPNov 2022 to Nov 2023
- Bayport Credit UnionSep 2021 to Apr 2022
- Tidewater StaffingMay 2020 to May 2020
- Cinema CafeMay 2019 to Dec 2019
- Chowan UniversityAug 2017 to May 2021
- BojanglesMar 2017 to Jun 2018
- JourneysOct 2016 to Mar 2017
- Bayport Credit UnionSep 2016 to Jul 2021
- Moe's Southwest GrillAug 2016 to Dec 2016
- Hampton City Public SchoolsAug 2008 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7659935
- Firm CRD
- 35371