Anthony Cipolla, financial advisor Santa Rosa CA
93 score

Anthony Cipolla

CRD Number: 4559516
Current Firm: Eagle Strategies LLC

Anthony Cipolla (CRD# 4559516) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Rosa, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Santa Rosa, CA Jul 2012 - Current 4
Cipolla Financial & Insurance Services Santa Rosa, CA Apr 2011 - Current 5
Nylife Securities Inc. Roseville, CA Jul 2002 - Current 14
New York Life Insurance Company Roseville, CA May 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Anthony A. Cipolla
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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