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Anthony Edward Ricciardi

Osaic Wealth, Inc.

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About Anthony Edward Ricciardi

Anthony Edward Ricciardi is a financial advisor who has been in the industry since 2019. Anthony is currently registered with Osaic Wealth, Inc. and has previously worked with Morgan Stanley and AXA Advisors, LLC. Anthony holds Series 7, 66, and SIE licenses and has been approved to provide financial advice in Ohio and Pennsylvania. Anthony specializes in a variety of areas including, Financial Planning, Pension Consulting, Educational Seminars, Selection of other advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals.

Firm Information

Anthony Ricciardi is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Ricciardi’s Registration & Firm History

OH

10/11/2024 - Present

Osaic Wealth, Inc. (Poland OH)

PA

12/26/2019 - 11/06/2023

MORGAN STANLEY (Pittsburgh PA)

OH

07/16/2019 - 12/13/2019

AXA ADVISORS, LLC (GIRARD OH)

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Licenses & Designations

BOTH

Issued 10/31/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Anthony Edward Ricciardi. Review regulatory record here.
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