Anthony Panuto, financial advisor Beachwood OH

Anthony Panuto

CRD Number: 4987348
Current Firm: Shaker Investments

Anthony Panuto (CRD# 4987348) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Shaker Investments Cleveland, OH Nov 2006 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Anthony J. Panuto
Phone Number: 216-292-2950
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    228
    MILLIONS
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $863,078
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, MA, NY, OH, TX, VA

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