Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lopiccolo is a financial advisor who has been in the industry for over 10 years. Anthony works with individuals, high-net-worth individuals, insurance companies, corporations, and trusts. Anthony's services include financial planning, portfolio management, and consulting. Anthony is a Chartered Financial Analyst and holds Series 3, 7, and 63 licenses. Anthony is registered with Custos Family Office LLC. Anthony has previously worked with J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, Barclay Investments, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anthony is also a member of 1851 Irving LLC.
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.
Consulting
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
08/31/2018 - Present
Custos Family Office LLC (GREENWOOD VILLAGE CO)
CO
03/22/2013 - 04/24/2018
J.P. MORGAN SECURITIES LLC (DENVER CO)
NY
02/18/2010 - 04/24/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
CA
06/18/2009 - 01/20/2010
BARCLAY INVESTMENTS, INC. (SANTA MONICA CA)
CA
10/13/2008 - 03/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BC
Issued 10/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2009
Series 3 - National Commodity Futures Examination
BC
Issued 10/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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