Anthony Colancecco (CRD# 6247436) is an Investment Advisor Representative working at Ballentine Capital Advisors, Inc. in Greenville, SC and has over 10 years of experience in the finance industry. Anthony Colancecco 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.
CRD# 5253310
Boundless Financial
CRD# 4689658
Dinergy
CRD# 4456936
Apex Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballentine Capital Advisors, Inc. | Greenville, SC | Oct 2019 - Current | 3 |
| Triad Advisors | Norcross, GA | Sep 2019 - Nov 2021 | 2 |
| Efficient Advisors, LLC | Philadelphia, PA | Jan 2017 - Oct 2019 | 2 |
| Apexium Financial LP | Philadelphia, PA | Oct 2016 - Apr 2017 | < 1 |
| Efficient Advisors, LLC | Phiadelphia, PA | Jan 2010 - Aug 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
| S63 | Uniform Securities State Law Examination | Apr 2021 |
- NC
- SC
-
Total Assets Under Management188MILLIONS
-
Total Number of Accounts1,035ACCOUNTS
-
Average Account Value$181,521
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NC, SC, TX
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