Anthony Barone, financial advisor East Setauket NY

Anthony Barone

CRD Number: 3067669
Current Firm: Ameriprise Financial Services, LLC

Anthony Barone (CRD# 3067669) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Setauket, NY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC East Setauket, NY Mar 2020 - Current 4
Ameriprise Financial Advisors Inc. Bohemia, NY Nov 2017 - Current 6
Wells Fargo Clearing Services, LLC Melville, NY Nov 2016 - Nov 2017 1
Wells Fargo Advisors LLC Melville, NY May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Anthony C. Barone
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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