AC
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Anthony Capobianco

43 Years of Experience
Clifton Park, NY
BrokerSells Insurance

Anthony Capobianco is a registered investment advisor at Cetera Investment Advisers LLC, based in Clifton Park, NY, with 43 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6 Executive Park Drive, Suite A, Clifton Park, NY, 12065

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Anthony sells fixed insurance products, including life, disability, annuities, and long-term care, dedicating about 10-20% of his time. He is also a principal/owner/financial advisor at Capobianco & Associates, LLC, spending about a quarter of his time there, and is treasurer for Chester Shores HOA, spending minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2013 - June 2023 · 9 yrs 8 mos
Tower Square Securities, INC.Broker
June 2004 - September 2013 · 9 yrs 3 mos
Ws Griffith Securities, INC.Broker
January 1986 - June 2004 · 18 yrs 5 mos
Nathan & Lewis Securities, INC.Broker
January 1984 - December 1985 · 1 yr 11 mos
Mony Securities CORP.Broker
July 1982 - May 1987 · 4 yrs 10 mos
The Mutual Life Insurance Company of New YorkBroker
April 1982 - May 1987 · 5 yrs 1 mo
State Registrations20 states
CACTFLGAILKYMAMDMENCNHNJNVNYOHRISCTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.