Cody Syrek
Investment adviser representative at Osaic Institutions, Inc.
10 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
10 years in the industry.
- Osaic Institutions, Inc.Mar 2026 to now
- Bank of the JamesJan 2026 to now
- Education (studying for Certifications )Jun 2025 to Dec 2025
- Education , (james Madison University),Aug 2023 to May 2025
- Brown EdwardsJun 2023 to Jul 2023
- Education (james Madison University)Aug 2022 to May 2023
- Bank of the JamesJun 2022 to Jul 2022
- Education (james Madison University)Aug 2021 to May 2022
- Home DepotJun 2021 to Jul 2021
- Education (james Madison University)Aug 2020 to May 2021
- Education, (senior Year of Hs, Covid) Jefferson Forest HsAug 2019 to Jul 2020
- InterconJun 2019 to Jul 2019
- Education (jefferson Forest Hs)Mar 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8232195
- Firm CRD
- 35371