Anthony Macaluso
Anthony Macaluso is a registered investment advisor at Osaic Wealth, INC., based in Astoria, NY, with 15 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
3601 31st Ave, Astoria, NY, 11106
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2022Customer Dispute
January 2017Customer Dispute
May 2016Other Business ActivitiesSells Insurance
Anthony is a member of Capital Wealth Managers, president of Oakfield Wealth Management Group LLC and The Verse Social Club, and president of Oakfield Real Estate Holdings. Oakfield Wealth Management is Anthony's DBA for securities and fixed insurance business, and he also works as a contractor for FIS Marketing.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Gilford Securities IncorporatedBroker
Morgan Stanley Smith BarneyBroker
State Registrations19 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.