Anthony Cottone (CRD# 871574) is an Investment Advisor Representative working at Forefront Wealth Management in Malvern, PA and has over 44 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forefront Wealth Management | Malvern, PA | Nov 2020 - Current | 3 |
| Cottone Capital, LLC | Wayne, PA | Jul 2018 - Jun 2021 | 2 |
| Meridian Capital Partners, Inc. | Albany, NY | Nov 1998 - Dec 2018 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1979 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- PA
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Total Assets Under Management223MILLIONS
-
Total Number of Accounts405ACCOUNTS
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Average Account Value$551,537
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, NJ, NY, PA
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