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50,030 Results
Unclaimed

Northern Trust Securities, Inc.

location

Bloomfield Hills, MI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Costanzo is a registered representative with Northern Trust Securities, Inc. based in Bloomfield Hills, MI. Anthony has been working in the financial services industry since 2014. Anthony is licensed in Michigan. Anthony specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Prior to joining Northern Trust Securities, Inc. Anthony worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Scottrade, Inc.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Dimensional Fund Advisors LP

location

AUSTIN, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Alan Ioffredo is a registered representative with Dimensional Fund Advisors LP. Anthony has been in the securities industry for over 2 years, and is currently licensed as a Registered Representative (Series 66), General Securities Representative (Series 7TO) and has completed the Securities Industry Essentials Examination (SIE). Anthony is registered in 49 states and the District of Columbia. Anthony works from the firm's Austin, TX office.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Waukesha, WI

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Consiglio is a registered representative with Robert W. Baird & Co. Inc. Anthony has been in the securities industry since June 17, 1996 and holds several licenses and registrations including Series 7, Series 63, Series 65 and SIE. Anthony is a registered Investment Advisor Representative in the state of Wisconsin and in several other states as well.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Nisa Investment Advisors, LLC | CFA ® (Certifications)

location

ST. LOUIS, MO

0 Disclosures

ADVISOR BIO

Anthony Randal Pope is a registered Investment Advisor Representative with Nisa Investment Advisors, LLC based in St. Louis, Missouri. Anthony has been in the industry since June 1995 and holds the Series 3, Series 2, and Series 65 licenses. Anthony is a Chartered Financial Analyst. Anthony has experience providing portfolio management for individuals, businesses, and pooled investment vehicles. In addition to their role at Nisa Investment Advisors, LLC, Anthony is also involved in other business activities outside of the investment industry.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cibc Private Wealth Advisors, Inc. | CFP ® (Certifications)

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Anthony Pecora is a financial advisor at CIBC Private Wealth Advisors, Inc. Anthony has been in the financial services industry since December 2005 and is a Certified Financial Planner. Anthony is registered as an investment advisor representative in Illinois. Anthony has a focus on providing financial planning, portfolio management for businesses, individuals, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
INDEX PROVIDER
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Alliancebernstein LP | CFA ® (Certifications)

location

NEW YORK, NY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Cook is a financial advisor with over 20 years of experience in the financial services industry. Anthony is currently registered with AllianceBernstein LP. Anthony has experience in the areas of asset allocation, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Anthony has earned the Chartered Financial Analyst designation.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

A.g.p. / Alliance Global Partners

location

Holmdel, NJ

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony Romano is a registered investment advisor representative with a.g.p. / Alliance Global Partners. Anthony has been in the securities industry since January 28, 2015. Anthony has passed the Series 63, Series 65, Series 7 and SIE exams. Anthony has been registered with the state of New Jersey since May 19, 2021. Anthony's current registrations include the states of Texas, New Jersey, Arizona, California, Colorado, Florida, Illinois, Kentucky, Louisiana, Maryland, Michigan, Missouri, New York, Oklahoma, Oregon, Pennsylvania, Wyoming. Anthony is a registered investment advisor representative with a.g.p. / Alliance Global Partners.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

Scottsdale, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Weringer is an investment advisor representative with Vanguard Advisers, Inc. Anthony has been in the financial services industry since 2017. Anthony is registered with the Securities and Exchange Commission and the state of Arizona. Anthony holds the Series 7, Series 63, Series 66 and SIE licenses. Anthony has experience in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Anthony's current employment is with Vanguard Advisers, Inc. which manages over $333 billion in assets.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

Jersey City, NJ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Nicholas Santulin is a financial professional with over 11 years of experience in the industry. Anthony holds the Series 27, Series 99, and SIE licenses. Anthony is currently registered with Goldman Sachs & Co. LLC and has been associated with the firm since May 21, 2012. Anthony specializes in providing financial planning, portfolio management, and educational seminars. Anthony is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Punch & Associates Investment Management, Inc. | CFA ® (Certifications)

location

EDINA, MN

0 Disclosures

ADVISOR BIO

Anthony Evan Perala is a financial advisor with Punch & Associates Investment Management, Inc. located in Edina, Minnesota. Anthony has been working as a financial advisor since September 2016. Anthony has a background in financial services, having previously worked at Securian Asset Management and Delaware Investments. Anthony is a Chartered Financial Analyst (CFA). Punch & Associates Investment Management, Inc. is a registered investment advisor that provides financial planning and investment management services to individuals, families, and institutions. They have offices in Edina, Minnesota and manage over $1.85 billion in assets.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO DEVELOPMENT AND DELIVERY
Portfolio Management for Pooled Investment Vehicles

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