Anthony Gennaro
Anthony Gennaro is a registered investment advisor at Osaic Wealth, INC., based in Moon Township, PA, with 39 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
1150 Thorn Run Rd, Ste 102, Moon Township, PA, 15108
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2002Other Business ActivitiesSells Insurance
Anthony is an insurance agent, investment advisor, and insurance consultant, spending about 10-20% of his time on the latter. He also works as a college instructor, dedicating minimal time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Next Financial Group, INC.Broker
Sunset Financial Services, INC.Broker
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
J. T. Moran & CO., INC.Broker
Buttonwood Securities Corporation of MassachusettsBroker
State Registrations10 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.