Pat Antonetti
CRD Number: 2338442Current Firm: Antonetti Capital Management, LLC
Compensation Model: Fee Only
Antonetti Capital Management, LLC is a fee only Registered Investment Advisor with offices in Naples, FL & St. Petersburg, FL.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Antonetti Capital Management, LLC | Naples, FL | Jan 2010 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2001 |
S65 | NASAA Investment Advisors Law Examination | May 2003 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
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Total Assets Under Management133MILLIONS
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Total Number of Accounts346ACCOUNTS
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Average Account Value$384,746
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, MI, NC, NH, NY, OH, PA, SC, TX, VA, WV
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