Osaic Institutions
44yrs
Top advisor by experience at Osaic Institutions
22yrs
Robert David Kusiak
Financial advisor at Osaic Institutions
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 65% of advisors nationwide
Office538 Preston Avenue, Meriden, CT 06450
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Osaic Institutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2005 – nowOsaic Institutions, Inc.Current firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Osaic Institutions at 203-599-6000 and ask for Robert David Kusiak. Robert works from the Meriden, CT office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2005, about 22 years. More experience than 65% of advisors nationwide.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Osaic Institutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Institutions
38yrs
Top 5% by experience in Meriden
Osaic Institutions
34yrs
Top 7% by experience in Meriden
Osaic Institutions
34yrs
Top 10% by experience in Meriden
Osaic Institutions
31yrs
Top 12% by experience in Meriden
Osaic Institutions
31yrs
Top 14% by experience nationwide