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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 Calabretti is a financial advisor at Vanguard Advisers, Inc. He has been in the securities industry since December 8, 2006, and has experience working with individuals, businesses, and pooled investment vehicles. Anthony is registered as a Registered Representative and Investment Advisor Representative in Pennsylvania and Texas. His specializations include portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and selection of other advisors. Anthony holds the Series 6, 7, 63, 65, and 66 licenses. Anthony has been employed by Vanguard Advisers, Inc. since June 2021. He is also an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.
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.
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
PA
02/19/2020 - Present
Vanguard Advisers, Inc. (Malvern PA)
AZ
10/01/2012 - 03/12/2014
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
AZ
08/29/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IL
07/06/2005 - 08/08/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
11/11/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 02/19/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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