Anita Lombardi (CRD# 4127712) is an Investment Advisor Representative working at Everest Consultants, LLC in Syracuse, NY and has over 24 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Everest Consultants, LLC | Syracuse, NY | Aug 2005 - Current | 18 |
| Oppenheimer & Company Inc. | New York, NY | Jul 2007 - Jan 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2005 |
- FL
- NY
- TX
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Total Assets Under Management550MILLIONS
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Total Number of Accounts1,787ACCOUNTS
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Average Account Value$307,731
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, IL, MA, MD, NC, NJ, NY, TX, VA
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