Anthony Catalano, financial advisor Schaumburg IL

Anthony Catalano

CRD Number: 5146923
Current Firm: Fidelity Personal And Workplace Advisors

Anthony Catalano (CRD# 5146923) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Schaumburg, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Schaumburg, IL Sep 2019 - Current 4
U.s. Bancorp Investments, Inc. Glenview, IL Feb 2017 - Aug 2019 2
U.s. Bank Glenview, IL Feb 2017 - Aug 2019 2
J.p. Morgan Securities LLC Glenview, IL Oct 2012 - Feb 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Anthony L. Catalano
Phone Number: 617-563-7000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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