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Anthony Michael Liace

Osaic Wealth, Inc.

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About Anthony Michael Liace

Anthony Michael Liace is a financial advisor with over 30 years of experience in the financial services industry. Anthony has a proven track record of success in helping clients reach their financial goals. Anthony is registered to provide investment advice in 16 states. He is also registered with FINRA and the SEC. Anthony holds the Series 6, Series 63, Series 65 and SIE licenses. Anthony is currently affiliated with Osaic Wealth, Inc. and previously worked at Woodbury Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company.

Firm Information

Anthony Liace 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 Liace’s Registration & Firm History

IL

01/19/2024 - Present

Osaic Wealth, Inc. (LOMBARD IL)

IL

08/11/2017 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (LOMBARD IL)

IL

03/25/2017 - 08/17/2017

MML INVESTORS SERVICES, LLC (Lombard IL)

IL

05/14/1992 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)

IL

05/14/1992 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)

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Licenses & Designations

IA

Issued 12/18/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/17/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Anthony Michael Liace. Review regulatory record here.
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