Anthony De Bellis, financial advisor Jacksonville FL

Anthony De Bellis

CRD Number: 3098011
Current Firm: Prudential Financial Planning Services

Anthony De Bellis (CRD# 3098011) is an Investment Advisor Representative working at Prudential Financial Planning Services in Jacksonville, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Jacksonville, FL Jan 2017 - Current 7
Prudential Insurance Company Of America Jacksonville, FL Jan 2017 - Current 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Dec 2016 - Current 7
Cambridge Investment Research, Inc. Fairfield, IA May 2016 - Dec 2016 < 1
Metlife Securities, Inc. Jacksonville, FL Jun 2010 - Apr 2016 5
Metlife Jacksonville, FL Jun 2010 - Apr 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
Contact Info for Anthony J. De Bellis
Phone Number: 800-235-7637
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV, WY

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