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Antonio Competiello

Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Osaic Wealth, Inc.Mar 2026 to now
  2. Fidelity InvestmentsSep 2025 to Mar 2026
  3. UnemployedApr 2025 to Sep 2025
  4. William Paterson UniversityMar 2024 to May 2025
  5. EquitableMar 2023 to Apr 2025
  6. Capella UniversityMar 2022 to Mar 2023
  7. Bergen County SecurityOct 2018 to Dec 2023
  8. UnemployedAug 2016 to Oct 2018
  9. Bergen Community CollegeSep 2013 to Dec 2021

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Osaic Wealth, Inc.

$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7707867
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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