Anthony Capristo, financial advisor Camas WA
96 score

Anthony Capristo

CRD Number: 5425360
Current Firm: Fisher Investments

Anthony Capristo (CRD# 5425360) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 8 years of experience in the finance industry. Anthony Capristo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fisher Investments Woodside, CA Jun 2013 - Current 3
Cco Investment Services Corp Narberth, PA Aug 2012 - Jun 2013 < 1
M & T Bank Wilkes-barre, PA Jun 2007 - Aug 2012 5
Marriott Wilkes-barre, PA Jun 2010 - Nov 2011 1
First Hospital Kingston, PA Jan 2005 - Sep 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
Contact Info for Anthony J. Capristo
Phone Number: 800-851-8845
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
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 investment companies (as well as "business development companies")
  • 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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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