Social EngineeringFinancial ServicesFinancePhishingCustomer Data InvolvedTargetedGovernment IDIdentity (basic)MediumContained

Osaic Institutions, Inc.

bd_21865c254c699448 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Oct 20, 2025

Filed

Nov 6, 2025

To disclose

17 days

Affected

1state residents only

Confidence

66%

Full breach record for Osaic Institutions, Inc. →

Osaic Institutions, Inc. notified the New Hampshire Attorney General of a cybersecurity event involving unauthorized access to an advisor's email account. An unauthorized party accessed the account for six minutes on October 1, 2025, after the advisor received a phishing message. The investigation determined that one New Hampshire resident's name and Social Security number were accessed. Osaic mailed a notification letter on November 6, 2025, and offered two years of credit monitoring services.

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Incident timeline

undetected · 19 days

discovery → filing · 17 days

Oct 1, 2025

Begins

Oct 20, 2025

Discovered

Nov 6, 2025

Filed

vs. sector median

7 wks faster

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed1 affectedView incident

Name: Osaic Institutions, Inc.
norm: osaic institutions

Name: Osaic Institutions, Inc.
norm: osaic institutions
Industry: Financial Servicesllm

Discovered: Oct 20, 2025
Breach occurred: Oct 1, 2025 – Oct 1, 2025
Undetected for: 19 daysoccurrence → discovery
Materiality determined: —
Notification sent: Nov 6, 2025
Affected individuals: 1state-resident count only
Data types: Government IDIdentity (basic)
Data elements: Social Security number
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing Link
Threat actor: ExternalFinancial
Regulator citations: Notified New Hampshire Attorney General's Office
Initial access: phishing_link

During the incident: Concluded an investigation of unauthorized access to an advisor’s email account
Reviewed the emails and attachments involved
Mailed a notification letter via U.S. First-Class mail to the New Hampshire resident
Established a dedicated, toll-free call center for individuals to call with questions
Offered two years of complimentary credit monitoring, fraud consultation and identity theft restoration services through Epiq
Changes made: Providing additional security awareness training to its advisors
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 17 days(17 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.

Source URL: https://mm.nh.gov/files/uploads/doj/remote-docs/osaic-institutions-20251106.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Nov 6, 2025
Raw hash: 606f7a669c7ebcbd778f966cf8da2c7f6153dbaaf896d41df43a0bf69f19366b

Reporting entityOsaic Institutions, Inc.

Victim entityOsaic Institutions, Inc.

Incidentdiscovered Oct 20, 2025

Stated responseConcluded an investigation of unauthorized access to an advisor’s email account

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancemm.nh.gov