Abraham Cecena

Osaic Institutions, INC.

8 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax Planning

Osaic Institutions, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

546 advisors

Number of Clients

7,211 clients

Average Client Portfolio

$558K average

Assets Under Management

$4.0B

Fee Structure

Location

300 Executive Dr Ste 350, West Orange, NJ, 07052

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Abraham is involved in independent insurance brokering through SBMA since January 2024, focusing on health insurance. This activity is outside of his role as a financial advisor.