Anthony Capitani, financial advisor Oakbrook Terrace IL
90 score

Anthony Capitani

CRD Number: 6030150
Current Firm: Robert W. Baird & Company Incorporated

Anthony Capitani (CRD# 6030150) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Oakbrook Terrace, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird Oakbrook Terrace, IL May 2017 - Current 1
Ubs Financial Services Oakbrook Terrace, IL Nov 2012 - May 2017 4
Unemployed South Elgin, IL Jun 2012 - Oct 2012 < 1
Merrill Lynch Bloomington, IL Jan 2012 - May 2012 < 1
Stepping Stones Properties Normal, IL Jul 2010 - Oct 2011 1
Unemployed South Elgin, IL Oct 2009 - May 2010 < 1
Avanti's Italian Resturant Normal, IL Jun 2009 - Sep 2009 < 1
Unemployed South Elgin, IL Nov 2003 - May 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Anthony J. Capitani
Phone Number: 414-765-3500
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    107,586
    MILLIONS
  • Total Number of Accounts
    110,825
    ACCOUNTS
  • Average Account Value
    $970,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
  • Other
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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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