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Anthony Marco Gaudiosi

CAZ Investments LP

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About Anthony Marco Gaudiosi

Anthony Marco Gaudiosi is a registered investment advisor with Caz Investments LP. Anthony has been in the securities industry since December 18, 2000. Anthony holds the following licenses: Series 6, Series 7, Series 66 and SIE. Anthony specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Anthony has experience in financial planning, investment company products, and variable contracts.

Firm Information

Anthony Gaudiosi is currently registered with CAZ Investments LP. CAZ Investments LP is an investment advisor based in Houston, Texas. The firm offers portfolio management services to individuals, businesses, and pooled investment vehicles, as well as selection of other advisors. They manage approximately $6.4 billion in assets for 8,044 clients. CAZ Investments LP does not participate in wrap fee programs.
CAZ Investments LP

ONE RIVERWAY

HOUSTON, TX 77056

$6.40B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Anthony Gaudiosi’s Registration & Firm History

TX

01/09/2025 - Present

CAZ Investments LP (HOUSTON TX)

NJ

09/27/2002 - 12/06/2010

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

TN

12/12/2000 - 12/03/2002

ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)

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Licenses & Designations

BOTH

Issued 11/25/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2002

Series 7 - General Securities Representative Examination

BC

Issued 12/11/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Marco Gaudiosi.
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