Anthony Trimarchi
Anthony Trimarchi is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Floral Park, NY, with 25 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 Tulip Ave, Suite 304, Floral Park, NY, 11001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is the President/Owner of CFO Wealth Advisors, Inc., selling life and health insurance and fixed annuities in New York, and spends a few hours per week on this. He also works as an insurance broker for Jurs Montgomery/Simplicity Group and Crump, Long Island, wholesaling various insurance products, and co-owns Trida LLC and CFO Realty Adventures, LLC, real estate holding companies.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Financial Network Investment CorporationBroker
State Registrations35 states
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