Anthony Chiara
Anthony Chiara is a registered investment advisor at Osaic Wealth, INC., based in Wakefield, MA, with 18 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
401 Edgewater Place, Suite 105, Wakefield, MA, 01880
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Regulatory History (1)
Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Anthony is a patient ambassador, an investment advisor representative at an insurance brokerage and Centinel Financial Group (full-time), and an insurance agent for Colonial Life. He also works as an insurance broker for Guardian, dedicating minimal time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations22 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.