AC
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Anthony Natale Catanzarite

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
248 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

Fee Structure

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Location

South Bend, IN

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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.

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Other Business ActivitiesSells Insurance

Anthony operates under the DBA Catanzarite Financial Services Inc. and is also an independent insurance agent, potentially selling equity indexed annuities. He is also a member of Catanzariti, LLC, a real estate venture, spending minimal time on it.

Employment History
Current Registrations
Harbour Investments, INC.
August 2016 - Present · 9 yrs 6 mos
Harbour Investments, INC.Broker
November 2012 - Present · 13 yrs 3 mos
Previous Registrations
Lincoln InvestmentBroker
June 2012 - December 2012 · 6 mos
Capital Analysts, IncorporatedBroker
January 1993 - June 2012 · 19 yrs 5 mos
State Registrations7 states
AZCAFLINMINCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony Natale Catanzarite - Financial Advisor | TrueAdvisor