Anthony Esposito
Anthony Esposito is a registered investment advisor at Osaic Wealth, INC., based in Brooklyn, NY, with 3 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
8754 Bay 16th Street, Brooklyn, NY, 11214
Get directionsHistory
Regulatory History (1)
Criminal
April 2017Other Business Activities
Anthony performs data entry for tax preparation at Maiorano & Associates Inc, dedicating about a quarter of his time. He also works nearly full-time as a sales assistant to John Bolobanic, processing account paperwork for financial services clients.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations1 state
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.