Anthony Destefano, financial advisor Purchase NY
48 score

Anthony Destefano

CRD Number: 1980640
Current Firm: Altium Wealth Management LLC

Anthony Destefano (CRD# 1980640) is an Investment Advisor Representative working at Altium Wealth Management LLC in Purchase, NY and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Altium Wealth Management LLC Purchase, NY Oct 2010 - Current 6
Guardian Life Insurance Company New York, NY Apr 1992 - Current 24
Park Avenue Securities LLC New York, NY May 1999 - Oct 2010 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Aug 2004
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Anthony J. Destefano
Phone Number: 877-780-0074
Registered State(s):
  • CT
  • NJ
By the Numbers
  • Total Assets Under Management
    410
    MILLIONS
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $464,021
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

CA, CT, FL, MA, NC, NE, NH, NJ, NY, PA, TX, VA

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BADGES
48

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