Anthony Croce (CRD# 6220979) is an Investment Advisor Representative working at Hightower Advisors, LLC in Chicago, IL and has over 8 years of experience in the finance industry. Anthony Croce 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 4846117
Hightower Advisors, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hightower Advisors | Chicago, IL | Apr 2023 - Current | < 1 |
| Ct Army National Guard | Niantic, CT | Mar 2015 - Current | 8 |
| Hightower Altium Holding, LLC | Purchase, NY | Apr 2022 - Apr 2023 | 1 |
| Altium Wealth Management, LLC | Purchase, NY | Nov 2018 - Apr 2022 | 3 |
| Investmark Advisory Group | Stratford, CT | Jun 2013 - Nov 2018 | 5 |
| Southend Spirits | Cheshire, CT | May 2013 - Dec 2013 | < 1 |
| City Climb Rock Gym | New Haven, CT | Jun 2012 - Jul 2013 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- NY
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Total Assets Under Management105,230MILLIONS
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Total Number of Accounts144,757ACCOUNTS
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Average Account Value$726,944
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
- Other
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, VT, WA, WI, WV, WY
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