Anthony Assante, financial advisor Middletown CT

Anthony Assante

CRD Number: 2413644
Current Firm: Commonwealth Financial Network

Anthony Assante (CRD# 2413644) is an Investment Advisor Representative working at Commonwealth Financial Network in Middletown, CT and has over 28 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Atlantic Wealth Advisors, LLC Glastonbury, CT May 2022 - Current 1
Egidio Assante Lennon Wealth Management, LLC Cheshire, CT Feb 2020 - Current 4
Commonwealth Equity Services, LLC Waltham, MA Feb 1999 - Current 25
Egidio Assante Wealth Management, LLC Cheshire, CT Apr 2009 - Feb 2020 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for Anthony F. Assante
Phone Number: 781-736-0700
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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