Anthony Damiano
Anthony Damiano is a registered investment advisor at Osaic Wealth, INC., based in Tamaqua, PA, 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
16 Sherwood Street, Tamaqua, PA, 18252
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2008Customer Dispute
March 2005Customer Dispute
November 1998Employment Separation After Allegations
January 1994Other Business ActivitiesSells Insurance
Anthony is an insurance agent offering accident and health, disability, and traditional life insurance, as well as fixed and equity-indexed annuities since 1987, taking nearly full-time hours. He also works as a school employee providing behavioral support, dedicating nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Dean Witter Reynolds INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 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.