AR
AR

Anthony Leo Ritter

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
342 advisors
Number of Clients
28,410 clients
Average Client Portfolio
$439K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:None
Loading...

Location

7336 E. Deer Valley Road, Suite 110, Scottsdale, AZ, 85255

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anthony is involved in several insurance-related activities, including Crump&Co General Insurance Agency, Lion Street Private Client Group, Summit Capital Management, and Highland Capital, dedicating about 10-20% of his time to Crump&Co and Summit Capital Management, and a few hours per week to Lion Street. He also owns 14269 N. 87th, LLC, which holds an office condo for personal use, dedicating minimal time.

Employment History
Current Registrations
Osaic Advisory Services, LLC
October 2024 - Present · 1 yr 4 mos
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Osaic Wealth, INC.
October 2024 - October 2024 · 0 mos
American Portfolios Advisors, INC
November 2007 - October 2024 · 16 yrs 11 mos
American Portfolios Financial Services, INC.Broker
November 2007 - October 2024 · 16 yrs 11 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - November 2007 · 7 mos
Morgan Stanley & CO., Incorporated
April 2007 - November 2007 · 7 mos
Morgan Stanley
May 2004 - April 2007 · 2 yrs 11 mos
Morgan Stanley Dw INC.Broker
October 2002 - April 2007 · 4 yrs 6 mos
UBS Painewebber INC.Broker
July 1996 - November 2002 · 6 yrs 4 mos
Smith Barney INC.Broker
April 1990 - August 1996 · 6 yrs 4 mos
Dean Witter Reynolds INC.Broker
September 1988 - May 1990 · 1 yr 8 mos
State Registrations21 states
AZCACOGAIAMIMNMTNJNMNVOHORPATNTXUTVTWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.