Victor Anastasia
Victor Anastasia is a registered investment advisor at Osaic Wealth, INC., based in Amherst, NY, with 32 years of industry experience. Victor 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
3820 Sheridan Drive, Amherst, NY, 14226
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2005Other Business ActivitiesSells Insurance
Victor works as an insurance agent for L&M Group and provides advisory capabilities through SAA, dedicating nearly full-time hours to the latter. He also serves as a non-voting board member for Urban Tree Initiative and a board member for Big Brothers Big Sisters of Erie County, spending minimal time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Lincoln Investment Planning, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations32 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
More Advisors
- Jason GentnerOsaic Wealth, INC.
- Matthew NewmanOsaic Wealth, INC.
- David Younis, CFPOsaic Wealth, INC.
- Gabriella GambleOsaic Wealth, INC.
- Daniel LipsitzOsaic Wealth, INC.
- Robert Vogel, CFPOsaic Wealth, INC.