Anthony FigurelliCRD Number: 5949735
Current Firm: Ameriprise Financial Services, Inc.
Anthony Figurelli (CRD# 5949735) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Monroeville, PA and has over 3 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Ameriprise Financial Services, Inc.||Monroeville, PA||Mar 2013 - Current||4|
|Ameriprise Financial Services, Inc.||Monroeville, PA||Jun 2011 - Mar 2013||1|
|Ohio University||Athens, OH||Jun 2008 - Jun 2012||4|
|Franklin Regional School District||Murrysville, PA||Mar 2003 - Jun 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV