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Anthony John Damiano Jr.

Advisor at OSAIC — Tamaqua, PA

Updated today

Credentials

Series 63, Series 65

Experience

36 years

Location

Tamaqua, PA 18252

OSAIC logo

OSAIC

Institution

Total advisors

7,833

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Anthony Damiano Jr. is a financial advisor at OSAIC with 36 years of industry experience. He held a position at Lincoln Financial Advisors for 15 years prior to joining OSAIC in 2025. In addition to his advisory work, he is an insurance agent offering accident and health, disability, life insurance, and annuities, and also works as a substitute teacher for Panther Valley School District. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and risk management techniques to construct portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Tamaqua, PA

16 Sherwood Street

Tamaqua PA 18252

Advisors at this office

1

Most active in

Pennsylvania

Work history

36 years of industry experience

OSAIC

2025 - Present • 1 year

Tamaqua, PA

Lincoln Financial Advisors

2010 - 2025 • 15 years

McAdoo, PA

Janney Montgomery Scott

2006 - 2007 • 1 year

Hazleton, PA

Disclosures

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

Business activities & affiliations

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Donald G

Series 63, Series 65

Hazleton, PA

GFS Financial Advisors, LLC

Donald Galade is the principal advisor at GFS Financial Advisors, LLC in Hazleton, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been associated with GFS Financial Advisors since 2010 and also operates Galade Financial Services, Inc., an independent insurance agency providing insurance products and precious metals sales. Additionally, he owns Cheradon and Associates LLC, a business consulting firm focused on employee benefits. GFS Financial Advisors serves individuals and high-net-worth clients with fee-based financial planning and advisory services, primarily acting as a co-advisor and referral intermediary. The firm generally does not manage client portfolios directly but helps clients select third-party money managers while offering a subscription newsletter called Money Matters.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management Cash flow / budgeting
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Justin W

Series 65

Conyngham, PA

Wagner Wealth Management, Corp.

Justin Warfel is a Series 65-licensed financial advisor at Wagner Wealth Management, Corp. with two years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Geisinger Medical Center, UPMC, T.R. Hoffman, and Lock Haven University. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective use of third-party money managers for higher-growth opportunities.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Hari G

Series 66

Ringtown, PA

Omsai Com LLC

Hari Gadi is a financial advisor at Omsai Com LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. from 2021 to 2022. Omsai Com LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments, and also offers accounting, tax, payroll, and company-formation services.

Active portfolio management Options & derivatives strategies Real estate investing General tax planning
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Allen W

Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Allen Wagner is a financial advisor at Wagner Wealth Management, Corp. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network LLC and PKS Investments. Wagner also serves as an independent insurance agent, providing insurance advice to clients. Wagner Wealth Management offers discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm employs a generally conservative to balanced investment approach, utilizing ETFs, individual equities, and model portfolios, alongside fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kyle W

CFP®, Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Kyle Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Wagner Wealth Management, Corp. He has previously worked at Wells Fargo Advisors and PKS Investments. Wagner holds Series 63 and Series 66 licenses and is involved in an investment-related business, CRZYPCK HOLDINGS, LLC. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective allocation to third-party money managers for growth exposure.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kevin K

Series 66, Series 65, Series 63

Nesquehoning, PA

3 Edge Asset Management, Lp

Kevin Kenny is a financial advisor at 3EDGE Asset Management, LP with 19 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior work includes roles at Vigilant Distributors, LLC, Northern Lights Distributors, LLC, Toews Corporation, Harrisdirect LLC, and Fisher Investments. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment.

ESG / Sustainable investing Passive / index investing Options & derivatives strategies Real estate investing
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