Anthony George Muttillo

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → Present
  New Century Financial Group, Llc
  Princeton, NJ
• 04/1994 → Present
  Agm Financial Services, Inc.
  Ridgewood, NJ
• 04/1986 → Present
  Anthony Muttillo, Cpa, Cfp
  Ridgewood, NJ
• 01/1994 → Present
  Osiac Wealth, Inc.
  East Ridgewood, NJ

Previous Registrations

• 2015-11-16 → 2025-12-31
  New Century Financial Group, Llc
  Ridgewood, NJ
  Princeton, NJ
  Wake Forrest, NC
• 2016-02-02 → 2016-12-31
  Agm Financial Services, Inc.
  Ridgewood, NJ
  Ridgwood, NJ
• 2003-10-16 → 2015-12-31
  Agm Financial Services, Inc.
  Fair Lawn, NJ

Other Businesses

1. RUTH E MUTTILLO TRUST FBO MELISSA CALTON POSITION: Trustee NATURE: Trustee for a trust under my mother's will for my niece INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/12/2014 ADDRESS: 804 Traditions Ridge Drive, Wake Forest NC 27587, United States DESCRIPTION: Manage trust assets 2. NEW CENTURY FINANCIAL GROUP POSITION: Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2018 ADDRESS: 804 Traditions Ridge Drive, Wake Forest NC 27587, United States DESCRIPTION: Advisory services

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-04

Designations

• Certified Financial Planner

Other Names

• Anthony G Muttillo