Shyanna Dawn Curless
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.
- Bank of Greene CountyJun 2023 to now
- Osaic Institutions, Inc.Jun 2023 to now
- BrickyardJun 2020 to Jan 2023
- Unity AmbuletteDec 2019 to Mar 2020
- Total TennisJun 2018 to Jun 2018
- ShopriteJun 2017 to Dec 2017
- Full Time Student Hs/collegeApr 2014 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7769679
- Firm CRD
- 35371