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
350 Linden Oaks, Suite 140, Rochester, NY, 14625
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is an investment advisor representative with Novem Group and a registered representative with OSAIC Wealth, Inc., dedicating about a quarter of his time to each. He also owns and manages rental properties and is the president of the Just Breathe Foundation, while also working as an insurance agent for ASH Brokerage and A.M. Ginsberg Advisory Group, LLC.