Anthony Marcello (CRD# 2844880) is an Investment Advisor Representative working at Canton Hathaway LLC in Providence, RI and has over 27 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Canton Hathaway, LLC | Providence, RI | Nov 2020 - Current | 3 |
| Cetera Advisor Networks LLC | Ft Lauderdale, FL | Sep 2019 - Oct 2020 | 1 |
| Summit Financial Group Inc. | Ft Lauderdale, FL | Dec 2015 - Oct 2020 | 4 |
| Cetera Investment Advisers LLC | Ft Lauderdale, FL | Oct 2015 - Oct 2020 | 5 |
| Summit Brokerage Services | Ft Lauderdale, FL | Aug 2015 - Sep 2019 | 4 |
| J.p. Turner & Company. LLC | Fort Lauderdale, FL | Mar 2010 - Nov 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- FL
- RI
-
Total Assets Under Management616MILLIONS
-
Total Number of Accounts217ACCOUNTS
-
Average Account Value$2,839,450
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
FL, RI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.