Anthony Daprile, financial advisor Birmingham AL

Anthony Daprile

CRD Number: 5551572
Current Firm: Sa Stone Investment Advisors Inc.

Anthony Daprile (CRD# 5551572) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Birmingham, AL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sa Stone Wealth Management Trumball, OH Oct 2019 - Current < 1
Sa Stone Investment Advisory Trumball, OH Oct 2019 - Current < 1
Nationwide Securities, LLC Dublin, OH Apr 2012 - Oct 2019 7
Nationwide Insurance Warren, OH Dec 2011 - Oct 2019 7
Investacorp Inc. Miami Lakes, FL Aug 2008 - Dec 2011 3
Gem Young Insurance Boardman, OH Jan 2006 - Dec 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2018
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Anthony R. Daprile
Phone Number: 800-292-2411
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    478
    MILLIONS
  • Total Number of Accounts
    2,313
    ACCOUNTS
  • Average Account Value
    $206,790
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)
  • Market timing services
  • 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, 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, VT, WA, WI, WV, WY

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

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