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Anthony Destefano

24 Years of Experience
Purchase, NY
2 DisclosuresSells Insurance

Anthony Destefano is a registered investment advisor at Hightower Advisors, LLC, based in Purchase, NY, with 24 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, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1044 advisors
Number of Clients
64,035 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$198.6B

Fee Structure

Planning is included in investment management (also available separately)

Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.

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Location

2500 Westchester Avenue, Suite 210, Purchase, NY, 10577

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History

Regulatory History (2)
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
October 2010
Criminal
November 1986
Final Disposition
Other Business ActivitiesSells Insurance

Anthony is a managing member of Altium Planning, LLC, which provides insurance services.

Employment History
Current Registrations
Hightower Advisors, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Altium Wealth Management
April 2022 - May 2023 · 1 yr 1 mo
Altium Wealth Management LLC
October 2010 - June 2022 · 11 yrs 8 mos
Park Avenue Securities LLC
August 2002 - October 2010 · 8 yrs 2 mos
State Registrations1 state
NY
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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