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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 Cipolla is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Anthony has over 30 years of experience in the financial industry. Anthony is licensed in multiple states and has experience working with individuals, businesses, and institutions. Anthony's previous employment includes Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Integrated Resources Equity Corporation, Hibbard Brown & Co., Inc., Sherwood Capital, Inc., and First Jersey Securities, Inc. Anthony specializes in providing financial planning, portfolio management, investment consulting services to institutional clients, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
10/23/2018 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
NY
06/01/2009 - 06/15/2018
MORGAN STANLEY (WILLIAMSVILLE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WILLIAMSVILLE NY)
NY
07/31/1989 - 04/02/2007
MORGAN STANLEY DW INC. (WILLIAMSVILLE NY)
NA
05/19/1988 - 08/07/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/24/1988 - 06/07/1988
HIBBARD BROWN & CO., INC.
NA
02/02/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
NA
06/20/1981 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 06/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1985
Series 24 - General Securities Principal Examination
BC
Issued 06/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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