Anthony Giuliano, financial advisor Pleasanton CA
93 score

Anthony Giuliano

CRD Number: 3027789
Current Firm: Foothill Securities, Inc.

Anthony Giuliano (CRD# 3027789) is an Investment Advisor Representative working at Foothill Securities, Inc. in Pleasanton, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Anthony R Giuliano- Insurance Sales Pleasanton, CA Jan 2013 - Current 3
Anthony R Giuliano Ea- Tax Services Pleasanton, CA Mar 2007 - Current 9
Foothill Securities, Inc. Pleasanton, CA Sep 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Anthony R. Giuliano
Phone Number: 650-625-9701
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,158
    MILLIONS
  • Total Number of Accounts
    6,953
    ACCOUNTS
  • Average Account Value
    $166,522
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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