Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.
Areas of Practice
Advisor Information
Office location
One Airport Place, Suite 3, Princeton, NJ, 08540
Get directionsRegulatory History (4)
Customer Dispute
October 2025Customer Dispute
November 2009Regulatory
February 2004Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Anthony is an investment adviser representative with New Century Financial Group, spending a few hours per week there. He also owns Calta Tax Service and Insurance Services, and is a landlord for Calta Financial Holdings Corp, dedicating about 10-20% of his time to tax services and a few hours per week to the other activities.