Anthony Tripi
Anthony Tripi is a registered investment advisor at Osaic Wealth, INC., based in Niagara Falls, 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
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
345 Buffalo Ave., Niagara Falls, NY, 14303
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2003Criminal
October 1982Other Business ActivitiesSells Insurance
Anthony owns rental property, dedicating minimal time to it. He is also the founder and general agent of ATT Financial Group Inc., an insurance agency, and spends about 10-20% of his time overseeing agents and providing insurance-related services. Additionally, Anthony is a national recording artist and founder of Frequency Group, spending about 10-20% of his time on each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Aetna Investment Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations26 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.