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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Garibaldi is a financial advisor with over 13 years of experience in the industry. Anthony is a Certified Financial Planner™ professional and holds the Series 6, 7, 24, 63, and 65 licenses. He is registered with the state of California as both a Broker-Dealer and an Investment Advisor Representative. Anthony is currently affiliated with Eagle Strategies LLC. Anthony has a focus on working with individuals, corporations and charitable organizations. Anthony's firm, Eagle Strategies LLC, has over 1500 employees and is headquartered in New York. The firm manages over $20 billion in assets for a wide range of clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/28/2011 - Present
Eagle Strategies LLC (SAN FRANCISCO CA)
IA
Issued 1/5/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/3/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/22/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 6/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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