Anthony Orestano (CRD# 3225166) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Temecula, CA and has over 17 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allspring Funds Management, LLC | San Francisco, CA | Nov 2021 - Current | 2 |
| Allspring Funds Distributor, LLC | San Francisco, CA | Nov 2021 - Current | 2 |
| Wells Fargo Fund Distributor, LLC | San Diego, CA | Jul 2020 - Oct 2021 | 1 |
| Wells Fargo Clearing Services LLC | San Diego, CA | Aug 2017 - Jul 2020 | 2 |
| Unemployed | San Diego, CA | Feb 2017 - Jul 2017 | < 1 |
| Mml Investors Services, LLC | Meridian, ID | Nov 2016 - Jan 2017 | < 1 |
| Massmutual Life Insurance Company | Meridian, ID | Oct 2016 - Jan 2017 | < 1 |
| Unemployed | Eagle, ID | Mar 2016 - Oct 2016 | < 1 |
| Eqis Capital Management, Inc. | San Rafael, CA | Jul 2015 - Mar 2016 | < 1 |
| Independent Financial Group | San Diego, CA | Jun 2011 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- CA
-
Total Assets Under Management300,799MILLIONS
-
Total Number of Accounts8,078ACCOUNTS
-
Average Account Value$37,236,777
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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