Anthony Cipolla, financial advisor Santa Rosa CA

Anthony Cipolla

CRD Number: 4559516
Current Firm: Diversify Advisory Services, LLC

Anthony Cipolla (CRD# 4559516) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Santa Rosa, CA and has over 21 years of experience in the finance industry.

Similar Advisors
Eric Abbott, financial advisor Santa Rosa CA
Eric C. Abbott
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Francis Abella, financial advisor Santa Rosa CA
Francis L. Abella
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Matthew Adams, financial advisor Santa Rosa CA
Matthew L. Adams
CRD# 5598677
Mai Capital Management, LLC
Company Name Location Dates Years
Dfpg Investments, LLC Sandy, UT Jan 2023 - Current 1
Cipolla Financial & Insurance Services Santa Rosa, CA Apr 2011 - Current 12
Eagle Strategies LLC Santa Rosa, CA Jul 2012 - Jan 2023 10
Nylife Securities Inc. Roseville, CA Jul 2002 - Jan 2023 20
New York Life Insurance Company Roseville, CA May 2002 - Jan 2023 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Jul 2012
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anthony A. Cipolla
Phone Number: 801-838-9999
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    2,010
    MILLIONS
  • Total Number of Accounts
    10,642
    ACCOUNTS
  • Average Account Value
    $188,849
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, DE, FL, HI, IL, MO, MT, ND, NJ, NY, OR, PA, SC, TX, UT, VA

Ready to hire a financial advisor? Get competitive proposals from Anthony Cipolla and other advisors.
BADGES

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.