American Wealth Management
47yrs
Top advisor by experience in Alpharetta
18yrs
Anthony Chen
Financial advisor at Osaic Wealth
Anthony Chen is a fiduciary financial advisor in Alpharetta, Georgia, with 18 years in the industry. Anthony joined Osaic Wealth in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors in Alpharetta
OfficeAlpharetta, GA
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowOsaic Wealth, Inc.Current firm
Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anthony
How do I contact Anthony?
Call Osaic Wealth at (800) 821-5100 and ask for Anthony Chen. Anthony works from the Alpharetta, GA office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 2008, about 18 years. More experience than 57% of advisors in Alpharetta.
What licenses does Anthony hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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