Anthony has earned several awards and recognitions through his twenty four year career as a financial advisor. He is responsible for the group’s investment strategies and the client’s financial well-being which includes Insurance Planning, and investment strategies.
Anthony lives in Wellington, Florida with his wife and two teenage boys and is very active in the community sports programs. He is a cultural society member of the Kravis Center for the Performing Arts. During his free time Anthony volunteers as a board member for Olympia Master Association in Wellington. He is the founder of the Wishing to go Fishing Foundation which takes underprivileged children on fishing excursions. He is an avid boater and enjoys offshore fishing around the world.
He currently holds a General Securities License (Series 7), a Uniform Investment Advisor License (Series 65) and State of Florida Insurance License.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
City National Bank | Boca Raton, FL | Mar 2022 - Current | 2 |
Rbc Capital Markets, LLC | Boca Raton, FL | Jan 2022 - Current | 2 |
Truist Advisory Services, Inc. | Palm Beach, FL | Mar 2021 - Jan 2022 | < 1 |
Truist Investment Services, Inc. | Palm Beach, FL | Feb 2021 - Jan 2022 | < 1 |
Bb&t Securities | Palm Beach, FL | Apr 2016 - Mar 2021 | 4 |
Ubs Financial Services | Boca Raton, FL | Jul 2011 - Apr 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1993 |
S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
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