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AP
CFP
AP
CFP

Anthony Privetera

Caleo Capital N.A. LLC
41 Years of Experience
Hamilton, NJ
3 Disclosures
View SEC Summary
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Anthony Privetera is a CFP-designated registered investment advisor at Caleo Capital N.A. LLC, based in Hamilton, NJ, with 41 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 119 clients with $110M in assets under management.

Caleo Capital N.A. LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
119 clients
Average Client Portfolio
$940K average
Assets Under Management
$111.8M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $5.0M1.50%
$5M+1.25%

Fees are negotiable and may vary based on client circumstances. The firm may also charge an annual flat retainer fee up to $25,000 for ongoing services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

941 Whitehorse-Mercerville Road, Hamilton, NJ, 08610

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2017
Customer Dispute
April 2008
Closed-No Action
Customer Dispute
August 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anthony works as a financial advisor at Privetera Wealth Management Associates, providing financial advisory services since 2017. This takes up a full-time commitment of his time, with most of those hours during trading hours.

Employment History
Current Registrations
Caleo Capital N.A. LLC
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
April 2017 - August 2023 · 6 yrs 4 mos
Cetera Advisors LLCBroker
April 2017 - August 2023 · 6 yrs 4 mos
Morgan StanleyBroker
June 2009 - May 2017 · 7 yrs 11 mos
Morgan Stanley
June 2009 - May 2017 · 7 yrs 11 mos
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
March 1994 - June 2009 · 15 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1988 - March 1994 · 5 yrs 8 mos
Evans & CO., INC.Broker
October 1986 - August 1988 · 1 yr 10 mos
Advest, INC.Broker
April 1985 - October 1986 · 1 yr 6 mos
Traubner Bach CO., INC.Broker
December 1984 - April 1985 · 4 mos
S. D. Cohn & CO.Broker
May 1984 - December 1984 · 7 mos
State Registrations1 state
NJ
Advisor

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.
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