Brenda Alcantara, financial advisor Newtown CT

Brenda Alcantara

CRD Number: 7635409
Current Firm: Osaic Institutions, Inc.

Brenda Alcantara (CRD# 7635409) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Newtown, CT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Sep 2022 - Current 1
Newtown Savings Bank Newtown, CT May 2021 - Current 3
Danbury Hospital Danbury, CT Dec 2018 - Jul 2021 2
Dr. Gish And Associates Danbury, CT Dec 2016 - Jan 2019 2
Carters Danbury, CT Aug 2015 - Dec 2016 1
Schooling Danbury, CT Dec 2012 - Aug 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2024
Contact Info for Brenda E. Alcantara
Phone Number: 203-599-6000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    3,627
    MILLIONS
  • Total Number of Accounts
    8,478
    ACCOUNTS
  • Average Account Value
    $427,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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