Anthony Camilleri is a registered investment advisor at Osaic Wealth, INC., based in Islandia, NY, with 30 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
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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
50 Corporate Plaza, Islandia, NY, 11749
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
American Funds Distributors, INC.
American Funds Distributors, INC.Broker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Dws Investments Distributors, INCBroker
Evergreen Investment Services, INC.Broker
Tower Square Securities, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Royce Investment Group, INC.Broker
State Registrations16 states
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