Anthony Panto
Anthony Panto is a registered investment advisor at Capital Analysts, based in Marlton, NJ, with 35 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
Suite 10201, 10000 Sagemore Drive, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2010Judgment / Lien
September 1990Other Business ActivitiesSells Insurance
Anthony sells small group health insurance to referred businesses and is a board member for Junior Achievement of New Jersey. He also owns Panto Wealth Strategies, Inc., which serves as a DBA for his Lincoln business and was created for tax purposes; this takes nearly full-time.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 states
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.