Anthony Cervio, financial advisor Clearwater FL

Anthony Cervio

CRD Number: 6205327
Current Firm: Steward Partners Investment Advisory, LLC

Anthony Cervio (CRD# 6205327) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Clearwater, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Steward Partners Global Advisory LLC New York, NY Oct 2022 - Current 1
Steward Partners Investment Solutions, LLC Clearwater, FL Oct 2022 - Current 1
Steward Partners Investment Advisory LLC Clearwater, FL Oct 2022 - Current 1
Raymond James & Associates, Inc. Clearwater, FL Jan 2020 - Oct 2022 2
Raymond James Financial Services,inc Saint Petersburg, FL Sep 2018 - Dec 2019 1
Raymond James Financial Services Advisors Inc. Saint Petersburg, FL Sep 2018 - Dec 2019 1
Tapfin/ey Tampa, FL Jul 2018 - Sep 2018 < 1
Parking Services Mgt Jacksonville, FL Dec 2017 - May 2018 < 1
Energy Solutions Direct Jacksonville, FL Aug 2017 - Dec 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler/ Jacksonville, AZ Feb 2013 - Aug 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anthony J. Cervio
Phone Number: 212-364-0364
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    15,388
    MILLIONS
  • Total Number of Accounts
    30,287
    ACCOUNTS
  • Average Account Value
    $508,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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