Anthony Damiano
Anthony Damiano is a registered investment advisor at Osaic Wealth, INC., based in Tamaqua, PA, with 36 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
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.
Exams
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