Anthony Giuliano
Anthony Giuliano is a registered investment advisor at Osaic Wealth, INC., based in Pleasanton, CA, with 27 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
5820 Stoneridge Mall Road Suite #204, Pleasanton, CA, 94588
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Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Anthony sells life insurance, dedicating minimal time to this activity. He also works nearly full-time preparing income taxes and provides investment advisory services through Securities America Advisors.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Foothill Securities, INC.
Foothill Securities, INC.Broker
Foothill Securities, INC.
Aladino Financial Services, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations16 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.