Anthony Capristo, financial advisor Honesdale PA
96 score

Anthony Capristo

CRD Number: 5425360
Current Firm: Centaurus Financial, Inc.

Anthony Capristo (CRD# 5425360) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Honesdale, PA and has over 10 years of experience in the finance industry. Anthony Capristo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Centaurus Financial, Inc. Anaheim, CA Jun 2017 - Current < 1
The Financial Planning Nanticoke, PA Aug 2016 - Current 1
Fisher Investments Woodside, CA Jun 2013 - Jul 2016 3
Cco Investment Services Corp Narberth, PA Aug 2012 - Jun 2013 < 1
M & T Bank Wilkes-barre, PA Jun 2007 - Aug 2012 5
Marriott Wilkes-barre, PA Jun 2010 - Nov 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Anthony J. Capristo
Phone Number: 714-456-1790
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,203
    MILLIONS
  • Total Number of Accounts
    5,368
    ACCOUNTS
  • Average Account Value
    $224,050
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Market timing services
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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