Anthony AdamoCRD Number: 1900348
Current Firm: Advice And Planning Services
Anthony Adamo (CRD# 1900348) is an Investment Advisor Representative working at Advice And Planning Services in Tampa, FL and has over 28 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Tiaa||Tampa, FL||Mar 2013 - Current||4|
|Tiaa-cref Individual & Institutional Services, LLC||Tampa, FL||Mar 2013 - Current||4|
|Fifth Third Securities||Clearwater, FL||Sep 2011 - Mar 2013||1|
|Unemployed||Dunedin, FL||May 2011 - Aug 2011||< 1|
|Charles Schwab Bank||Clearwater, FL||Feb 2005 - May 2011||6|
|Charles Schwab & Company,inc||Clearwater, FL||Aug 2000 - May 2011||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses