Anthony Curatolo is a registered investment advisor at Osaic Wealth, INC., based in Naples, FL, with 51 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
9601 Tamiami Trail North, Naples, FL, 34108
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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 at Ciccarelli Advisory, engaging in financial planning. He is also a partner in a real estate LLC and Ciccarelli Advisory Management LLC, dedicating minimal time to the latter. Anthony also sells insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Ciccarelli Advisory Services INC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Apple Financial CorporationBroker
Aplan Securities, INC.Broker
Marsan Securities CO., INC.Broker
E.C. Farnsworth & Company, INC.Broker
Vantage Securities of Colorado, INC.Broker
Fittin, Cunningham & Lauzon, INC.Broker
Fittin, Cunningham & Lauzon, INC.Broker
First Jersey Securities, INC.Broker
Mayflower Securities CO., INC.Broker
Cushing Capital CorporationBroker
Cushing Place, INC.Broker
State Registrations9 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.