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Anthony Macaluso

Advisor at OSAIC

Updated today

Location

Manhasset, NY 11030

Credentials

Series 63, Series 66

Industry experience

15 years

About

Anthony Macaluso is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Woodbury Financial Services, Sharebuilder 401k, and Capital One Investment Services. Outside of his advisory role, he is the founder of NILSOLUTIONS, a company developing a cybersecurity platform focused on digital identity protection using AI. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

1615 Northern Blvd, Suite 304

Manhasset, NY 11030

Most active in

New York · Texas

Work history

OSAIC

2024 - Present (2 years)

Woodbury Financial Services, inc.

2018 - 2024 (6 years)

Sharebuilder 401k

2015 - Present (11 years)

Capital One Sharebuilder, Inc.

2015 - 2018 (3 years)

Capital One Investment Services

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive
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