Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Vicari is a registered investment advisor representative with SVB Asset Management. Anthony has been in the financial services industry since 1988. Anthony is registered with the state of California and Massachusetts. Prior to joining SVB Asset Management, Anthony held positions at several other firms, including Pioneer Distributors, Inc. and The Pioneer Group, Inc. Anthony holds Series 6, 63, and 65 licenses. Anthony specializes in providing investment advice to insurance companies, other investment advisors, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Money market fund revenue sharing fees
1
2
MA
05/29/2024 - Present
SVB Asset Management (Boston MA)
NA
05/10/1989 - 07/24/1989
PIONEER DISTRIBUTORS, INC.
NA
05/18/1988 - 05/10/1989
THE PIONEER GROUP, INC.
IA
Issued 10/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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