Anthony FilbertoCRD Number: 4551510
Current Firm: Candace Shira Associates, LLC
Anthony Filberto (CRD# 4551510) is an Investment Advisor Representative working at Candace Shira Associates, LLC in Pittsford, NY and has over 15 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Wall Street Financial Group||Fairport, NY||Dec 2013 - Current||4|
|Candace Shira Associates||Rochester, NY||Jun 2012 - Current||5|
|Qbsociety.com||Sales Director, IN||May 2010 - Jun 2012||2|
|California University||California, PA||Jan 2009 - May 2010||1|
|Wall Street Financial Group, Inc.||Fairport, NY||Oct 2007 - Jan 2010||2|
|Pnc Investments||Pittsburgh, PA||Jun 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management171MILLIONS
Total Number of Accounts614ACCOUNTS
Average Account Value$278,238
- 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
- Selection of other advisers (including private fund managers)
CT, FL, NH, NY, PA, SC, TX