TrueAdvisor
TrueAdvisor
AC
AC

Anthony Joseph Curatolo

Osaic Wealth, INC.
51 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Osaic Wealth, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only

Location

9601 Tamiami Trail North, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

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.

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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.
November 2023 - Present · 2 yrs 3 mos
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Ciccarelli Advisory Services INC
January 1997 - Present · 29 yrs 1 mo
Previous Registrations
Fsc Securities Corporation
September 1992 - November 2023 · 31 yrs 2 mos
Fsc Securities CorporationBroker
March 1985 - November 2023 · 38 yrs 8 mos
Apple Financial CorporationBroker
November 1983 - April 1984 · 5 mos
Aplan Securities, INC.Broker
September 1983 - March 1985 · 1 yr 6 mos
Marsan Securities CO., INC.Broker
August 1983 - December 1984 · 1 yr 4 mos
E.C. Farnsworth & Company, INC.Broker
July 1983 - November 1983 · 4 mos
Vantage Securities of Colorado, INC.Broker
March 1983 - April 1983 · 1 mo
Fittin, Cunningham & Lauzon, INC.Broker
February 1982 - April 1983 · 1 yr 2 mos
Fittin, Cunningham & Lauzon, INC.Broker
February 1982 - April 1983 · 1 yr 2 mos
First Jersey Securities, INC.Broker
December 1974 - September 1981 · 6 yrs 9 mos
Mayflower Securities CO., INC.Broker
May 1974 - December 1974 · 7 mos
Cushing Capital CorporationBroker
March 1974 - June 1974 · 3 mos
Cushing Place, INC.Broker
November 1973 - May 1974 · 6 mos
State Registrations9 states
DEFLILINMAMINYOHVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.