Adviser and broker representative · Osaic Wealth, Inc.
Anthony Petsis
CRD 1265852 · Newtown, PA
At a glance
Anthony Petsis is an investment adviser representative with Osaic Wealth, Inc. in Newtown, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anthony’s SEC record dates to 1991, about 35 years ago. Anthony is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firms
- Osaic Wealth, Inc.Since November 2018Newtown, PA · $235B in regulatory assets
- Anthony Petsis & Associates Inc.Since September 1991Newtown, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1991 (35 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 6 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Anthony’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.