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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 Natale is an investment advisor representative with Bryn Mawr Capital Management, LLC. Anthony has been working in the financial industry since 1996 and is registered with the state of Pennsylvania. Anthony's experience includes working for Morgan Stanley, Citigroup Global Markets Inc., and Vanguard Marketing Corporation. Anthony holds the Series 6, 7, 24, 63 and 65 licenses. Anthony is also a CFA charter holder. Anthony is a wealth management expert with a proven track record of success. Anthony specializes in providing investment advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
1
2
PA
01/20/2023 - Present
Bryn Mawr Capital Management, LLC (PHILADELPHIA PA)
ME
01/16/2018 - 04/30/2020
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
06/01/2009 - 01/12/2016
MORGAN STANLEY (PURCHASE NY)
NY
12/10/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
PA
12/13/1996 - 12/03/2002
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 06/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/07/2000
Series 4 - Registered Options Principal Examination
BC
Issued 03/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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