Dean Anatra, financial advisor Madison CT

Dean Anatra

CRD Number: 6604951
Current Firm: William Joseph Capital Management, Inc.

Dean Anatra (CRD# 6604951) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Madison, CT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Brightbooks Shoreline, LLC Madison, CT Dec 2018 - Current 5
William Joseph Capital Management LLC Madison, CT Jan 2016 - Current 8
Dean Anatra Cpa, LLC Madison, CT Jul 1996 - Current 27
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Dean Anatra
Phone Number: 860.973.3214
Firm Website: https://wjcmllc.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    1,393
    ACCOUNTS
  • Average Account Value
    $144,474
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, GA, IL, MA, NC, NH, NY, PA, RI, SC, TX, WI

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