Cynthia Voelker Powell
Investment Adviser Representative at Osaic Institutions, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cynthia Voelker Powell is an investment adviser representative with Osaic Institutions, Inc. in Schenectady, NY, where they have been registered since 2021. They have worked in the securities industry since 1987 and have been registered with 4 firms, including Raymond James Financial Services, Inc. and Robert Thomas Securities, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
18 states and territories
Alabama, Arizona, Colorado, Connecticut, Delaware, Florida, Georgia, Kansas, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MalaleucaDec 2003 – Dec 2016Schuylerville, NY
- IsagenixJul 2016 – Dec 2016Schuylerville, NY
- Infinex Investments, Inc.Dec 2016 – no end date reportedMeriden, CT
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Institutions, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500
- Estimated blended rate
- 0.025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisory services (fee-based portfolios, investment team support, case design), equity and fixed income trading, life/long-term care/disability insurance, trust services, training, lead generation, marketing support, and recruiting.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 550
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Meriden, CT
- SEC file number:
- 801-67242
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 18, 2026
View full firm profileOther advisors at Osaic Institutions, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cynthia Voelker Powell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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