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Anthony Imperato

Osaic Wealth, Inc.

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About Anthony Imperato

Anthony Imperato is a financial advisor with over 29 years of experience in the industry. Anthony is currently registered with Osaic Wealth, Inc.. Anthony has previously been registered with AMERICAN GENERAL SECURITIES INCORPORATED, SAGEPOINT FINANCIAL, INC., USLIFE EQUITY SALES CORP.. Anthony has passed the Series 24, Series 63, Series 7, SIE exams. Anthony also holds the Series 24 designation. Anthony specializes in 1, 2, 3, 4, 5, 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.

Firm Information

Anthony Imperato is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a Corporation headquartered in SCOTTSDALE, AZ, United States. The firm was formed on 1988-08-05 and is currently approved. Osaic Wealth, Inc. offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. They participate in wrap fee programs and manage approximately $94.56 billion in regulatory assets under management.
Osaic Wealth, Inc.

510 Broadhollow Rd

Melville, NY 11747

$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 Imperato’s Registration & Firm History

NY

09/01/2023 - Present

Osaic Wealth, Inc. (Melville NY)

NY

10/31/2008 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (Melville NY)

NY

10/01/1997 - 10/31/2008

AMERICAN GENERAL SECURITIES INCORPORATED (MASPETH NY)

NY

11/10/1995 - 10/01/1997

USLIFE EQUITY SALES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 3/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/9/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Imperato.
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