John Anadio, financial advisor Pittsford NY

John Anadio

CRD Number: 4086591
Current Firm: Cambridge Investment Research Advisors, Inc.

John Anadio (CRD# 4086591) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pittsford, NY and has over 22 years of experience in the finance industry. John Anadio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA May 2011 - Current 11
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2011 - Current 11
Sage, Rutty & Company, Inc. Rochester, NY Nov 1999 - Current 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2000
Contact Info for John J. Anadio
Phone Number: 641-472-5100
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    82,247
    MILLIONS
  • Total Number of Accounts
    382,713
    ACCOUNTS
  • Average Account Value
    $214,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
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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