William Francis Hughes
Investment adviser representative at Osaic Institutions, Inc.
11 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
11 years in the industry.
- Osaic Institutions, Inc.Dec 2024 to now
- Infinex Investments, Inc.Oct 2023 to now
- Bluestone BankJun 2023 to now
- University of MassachusettsSep 2022 to Dec 2022
- Bluestone BankMay 2021 to May 2023
- Adp Totalsource Co Xxi Inc - American Florist SupplyOct 2020 to Apr 2021
- Staple Landscapes IncMay 2020 to Jul 2020
- University of Massachusetts, AmherstSep 2019 to May 2023
- Adecco Employment ServicesJul 2019 to Aug 2019
- Tasty's BagelsFeb 2019 to May 2019
- Howley Bread Group, LtdJun 2018 to Feb 2019
- King Philip Regional High SchoolSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7766292
- Firm CRD
- 35371