Anthony Searcy
Anthony Searcy is a registered investment advisor at Osaic Wealth, INC., based in Broadview Heights, OH, with 35 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
9150 South Hills Blvd, Suite 200, Broadview Heights, OH, 44147
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2001Employment Separation After Allegations
November 2000Other Business ActivitiesSells Insurance
Anthony is an agent for Signature Financial Group, LLC, selling fixed annuities and non-variable insurance, dedicating a few hours per week. He is also the board chair for Cleveland Catholic Charities, spending minimal time on this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.