Anthony Joseph Caltabilota

CFP

Osaic Wealth, INC.

28 Years of Experience

4 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

One Airport Place, Suite 3, Princeton, NJ, 08540

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2025

Denied

Customer Dispute

November 2009

Settled

Regulatory

February 2004

Final

Customer Dispute

January 2003

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Anthony is an investment adviser representative with New Century Financial Group, spending a few hours per week there. He also owns Calta Tax Service and Insurance Services, and is a landlord for Calta Financial Holdings Corp, dedicating about 10-20% of his time to tax services and a few hours per week to the other activities.