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Anthony Angelo Cipolla

Diversify Advisory Services, LLC

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About Anthony Angelo Cipolla

Anthony Angelo Cipolla is a Registered Representative at Diversify Advisory Services, LLC. Anthony Angelo Cipolla has been in the securities industry since January 15, 2003, working in roles at NYLIFE SECURITIES LLC, CIPOLLA FINANCIAL & INSURANCE SERVICES, EAGLE STRATEGIES LLC, and DFPG Investments, LLC. Anthony Angelo Cipolla has passed the Series 6, Series 7, Series 63, and Series 66 examinations, and is currently registered in California and Texas. Anthony Angelo Cipolla provides financial planning, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Anthony Cipolla is currently registered with Diversify Advisory Services, LLC. Diversify Advisory Services, LLC is a registered investment advisor headquartered in Sandy, UT, with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm, with over 81 licensed agents and 127 registered representatives, manages over $2.8 billion in assets and offers various advisory services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Diversify Advisory Services, LLC

9017 S RIVERSIDE DR.

SANDY, UT 84070

$2.87B

Assets Under Management

30

Total Clients

106

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Cipolla’s Registration & Firm History

CA

10/04/2023 - Present

Diversify Advisory Services, LLC (SANTA ROSA CA)

CA

01/15/2003 - 01/13/2023

NYLIFE SECURITIES LLC (SANTA ROSA CA)

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Licenses & Designations

BOTH

Issued 07/19/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2011

Series 7 - General Securities Representative Examination

BC

Issued 01/14/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Anthony Angelo Cipolla. Review regulatory record here.
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