Anthony M Collica

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

• 05/2010 → Present
  Merrill Lynch
  Bloomfield Hills, MI
• 05/2010 → Present
  Bank Of America, Na
  Bloomfield Hills, MI
• 10/2022 → Present
  Osaic Wealth, Inc.
  Southfield, MI

Previous Registrations

• 2010-05-13 → 2022-10-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
  Fort Lauderdale, FL
  Fort Lauderdale, FL
• 2009-10-16 → 2010-05-04
  Chase Investment Services Corp.
  Macomb, MI

Other Businesses

1) COLLICA GROUP- PLATINUM WEALTH SOLUTIONS POSITION: Executive Director of Wealth Management NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/21/2022 ADDRESS: 215 N New RIver Dr E, SUite 3890, Fort Lauderdale FL 33301, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 2) COLLICA GROUP- PLATINUM WEALTH SOLUTIONS- FIXED INSURANCE POSITION: Executive Director of Wealth Management NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/21/2022 ADDRESS: 215 N New River Dr E, Suite 3890, Fort Lauderdale FL 33301, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable annuities

Exams

• S66 Uniform Combined State Law Examination
  2006-06-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Anthony Michael Collica