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Portfolio Management for Individuals Advisors in Pennsylvania
1,727 Results
Unclaimed

MacQuarie Investment Management Business Trust

location

PHILADELPHIA, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Michael Philips is a registered representative and investment advisor representative. Anthony has been in the industry since January 18, 2022. Anthony is currently registered with Macquarie Investment Management Business Trust. Anthony has also held positions at Genova Group, Deloitte, Biz2Credit, PPB Capital Partners and The Pennsylvania State University. Anthony has passed the Series 66, Series 7TO, and SIE exams. Anthony is registered in 53 states and the District of Columbia.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
STRUCTURED PRODUCT/SECURITIZATION ADVICE/TRANSITION MANAGEMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

West Conshohocken, PA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony Divalerio is an active advisor with Morgan Stanley based in Austin, Texas. Anthony has been in the industry for 36 years and holds multiple registrations in various states. Anthony is licensed in both Broker/Dealer and Investment Advisor roles. Anthony has a diverse background, having worked with various firms, including Donaldson, Lufkin & Jenrette Securities Corporation, PaineWebber Incorporated, UBS Financial Services Inc., and Tucker Anthony Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Sewickley, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Smulski is a financial advisor with over 20 years of experience in the industry. Anthony has a Series 66, Series 31 and Series 7 licenses, along with a SIE license and is registered in over 30 states. Anthony's primary affiliation is with Morgan Stanley. Previously Anthony was registered with Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Anthony is a financial advisor providing a wide range of services, including financial planning, asset allocation advice, portfolio management, and educational seminars. Anthony is also a registered investment advisor in Pennsylvania and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

State Farm Investment Management Corp.

location

Grove City, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Demichele is an investment advisor representative at State Farm Investment Management Corp. Anthony has been working in the financial industry since August 13, 2013. Anthony is registered with the state of Pennsylvania and Ohio, and holds the following licenses: Series 6, Series 63, Series 65 and SIE. Anthony specializes in providing investment advice to individuals and investment companies. Anthony is also the owner and agent of Tony DeMichele's Insurance Agency, where Anthony provides insurance services for State Farm Mutual Automobile Insurance Company and its affiliates.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed
location

WILKES BARRE, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Gist is a financial advisor with Morgan Stanley. Anthony has been in the industry for 10 years and is registered with the state of Pennsylvania. Anthony has passed a number of industry exams including Series 6, 63, 66, 7TO, and the SIE. He has previously worked with Wells Fargo Clearing Services, LLC, PNC Investments, and M&T Securities, Inc.. Anthony provides financial planning, portfolio management for individuals, businesses, and investment companies. He also offers educational seminars. Anthony is committed to providing his clients with personalized advice and guidance to help them reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Muhlenkamp & Co. Inc.

location

WEXFORD, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Muhlenkamp is a registered investment advisor representative with Muhlenkamp & Co. Inc. Anthony has over 20 years of experience in the industry and has been registered with the SEC since 2004. Anthony is a Series 6, 63, 26 and 65 licensed professional and holds a Series 65 license in Texas. Anthony is licensed in all 50 states. Anthony is a wealth manager who provides financial planning, portfolio management for individuals, businesses, and investment companies, and educational seminars. Muhlenkamp & Co. Inc. offers a variety of advisory services to clients, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Publication of Financial Periodicals
Unclaimed
location

WAYNE, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Anthony R. Monterosso is a registered investment advisor representative with Hartford Funds, located in WAYNE, PA. Anthony Monterosso has been in the securities industry since 2004. Anthony Monterosso is also registered with the following state securities authorities: California, Colorado, Connecticut, Hawaii, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Tennessee, Texas, and Wisconsin. Anthony Monterosso has passed the following securities exams: Series 6, Series 7, Series 63, Series 65, and SIE. Anthony Monterosso has been associated with Hartford Funds since 2015. Previously, Anthony Monterosso was associated with HARTFORD LIFE DISTRIBUTORS, LLC from 2004 to 2012.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Investment Companies
REGISTRANT PROVIDES INVESTMENT ADVICE TO STATES IN CONNECTION WITH 529 PLANS AND MODEL RECOMMENDATIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Allentown, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Haddad is a registered representative of Morgan Stanley. Anthony has been in the securities industry since June 2019. Anthony is licensed to provide securities and investment advisory services in Pennsylvania and Texas. Anthony's current branch office is located in Allentown, Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Allentown, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Anthony J Sarko is an investment advisor representative who has been in the industry since 2005. Anthony J Sarko is currently registered with Morgan Stanley. Anthony J Sarko is also registered with the states of Pennsylvania and Texas. Previously, Anthony J Sarko has been affiliated with Citigroup Global Markets Inc. and UBS Financial Services Inc. Anthony J Sarko holds the Series 66, SIE and Series 7 licenses. Anthony J Sarko's areas of specialization include Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management For Businesses, Portfolio Management For Individuals, and Portfolio Management For Investment Companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Pathstone | CFA ® (Certifications)

location

NEWTOWN SQUARE, PA

0 Disclosures

ADVISOR BIO

Ari Pontz is a financial advisor with over 23 years of experience. Ari currently works at Pathstone, a firm based in Englewood, New Jersey, and holds a Series 7 license. Previously, Ari worked at PNC Capital Markets, Inc. and J.J.B. Hilliard, W.L. Lyons, Inc.. Ari is also a Chartered Financial Analyst.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY
Portfolio Management for Pooled Investment Vehicles

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