Brian Patrick Flanagan

Financial advisor at Osaic Institutions, Inc. · Milford, CT

Last updated 2026-10-10

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Brian Patrick Flanagan is a financial advisor at Osaic Institutions, Inc. in Milford, CT, CRD 7583801. Licenses and exams on the registration: Series 66. IAPD registration began 2024-02-16.

Registration

CRD number
7583801
Registration status
Active
IAPD registration
2024-02-16
Industry Experience
2 years
Work Experience
12 years
States registered
CT

Licenses and exams

  • Series 66

Work history

  • 2017-10 to 2021-06 · Woodruff Family Ymca · Milford, CT
  • 2018-06 to 2019-08 · Milford Quality Landscaping · Milford, CT
  • 2021-05 to 2022-06 · Total Wine & More · Milford, CT
  • 2022-06 to Present · Milford Bank · Milford, CT
  • 2014-09 to 2018-06 · Joseph A Foran High School · Milford, CT
  • 2018-09 to 2022-05 · Quinnipiac University · Hamden, CT
  • 2022-06 to Present · Infinex Investments, Inc. · Meriden, CT

Current employment

SEC IAPD record for Brian Patrick Flanagan

Osaic Institutions, Inc.

Regulatory AUM
$6,494,001,878
Registered advisors
547
Offices
936
Clients per advisor
29.8 (Low)
Average AUM per client
$398.1K (Low)
High-net-worth client ratio
0.2% (Low)

Osaic Institutions, Inc.: advisors, services and reported ETF investments

About

Brian Patrick Flanagan is a financial advisor at Osaic Institutions, Inc. in Milford, CT. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 12 years of reported work history. Reported roles include Milford Bank, Infinex Investments, Inc., Total Wine & More, Quinnipiac University, among others.

Osaic Institutions, Inc.'s firm-level Form ADV reports 547 advisors across 936 offices; approximately 29.8 clients per advisor, average assets per client of $398,112, and regulatory AUM of $6.5B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.

What this firm offers

Filed by Osaic Institutions, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

33 Broad Street, Milford, CT 06460

2 advisors at this office.

Osaic Institutions office in Milford, CT

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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