Anthony Simonetti is a registered investment advisor at Osaic Wealth, INC., based in Rochester, NY, with 17 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
2300 Buffalo Road, Bldg 500A, Rochester, NY, 14624
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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 an investment advisor representative with Novem Group and a registered representative with OSAIC Wealth, Inc., dedicating about a quarter of his time to each. He also owns and manages rental properties and is the president of the Just Breathe Foundation, while also working as an insurance agent for ASH Brokerage and A.M. Ginsberg Advisory Group, LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Novem Group
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations4 states
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