Anthony Pisani (CRD# 6460411) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 9 years of experience in the finance industry.
CRD# 5075655
Lpl Financial LLC
CRD# 6117440
Edward Jones
CRD# 2525349
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center, IA | Jan 2024 - Current | < 1 |
| Strategies For Retirement, LLC | Shelton, CT | Oct 2023 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Greenwich, CT | Mar 2022 - Nov 2023 | 1 |
| Key Investment Services LLC | Cohoes, NY | Dec 2019 - Mar 2022 | 2 |
| Key Investment Services LLC | Manchester, CT | Sep 2018 - Dec 2019 | 1 |
| Foresters Financial Services Inc. | North Haven, CT | Sep 2015 - Sep 2018 | 3 |
| First Investors Corporation | North Haven, CT | Mar 2015 - Sep 2015 | < 1 |
| Davinci Financial And Insurance Associates | Southington, CT | Jul 2014 - Mar 2015 | < 1 |
| University Of Southern Maine | Gorham, ME | Aug 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- CT
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Total Assets Under Management143MILLIONS
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Total Number of Accounts1,742ACCOUNTS
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Average Account Value$82,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AR, AZ, CA, CO, CT, FL, IA, ID, IN, MA, MI, MO, NH, NY, OH, OK, SC, TX, UT, VA, WI
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