Anthony Caltabilota
Anthony Caltabilota is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Matawan, NJ, with 28 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
99 Main Street, Matawan, NJ, 07747
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2025Customer Dispute
November 2009Regulatory
February 2004Customer Dispute
January 2003Other 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.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
New Century Financial Group, LLC
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Royal Alliance Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
State Registrations14 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.