Unclaimed
Anthony Capobianco is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100 billion in assets under management. Anthony has been in the financial industry since 1982 and holds licenses to provide financial and investment services in several states. Anthony has experience providing financial and insurance services and is passionate about helping clients achieve their financial goals. He is committed to providing personalized financial advice and guidance to individuals, families, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (CLIFTON PARK NY)
NY
06/01/2004 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (CLIFTON PARK NY)
CT
01/14/1986 - 06/10/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
04/08/1982 - 05/13/1987
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
07/01/1982 - 05/01/1987
MONY SECURITIES CORP.
NA
01/31/1984 - 12/09/1985
NATHAN & LEWIS SECURITIES, INC.
BC
Issued 11/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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