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Anthony Minopoli

11 Years of Experience
Shelton, CT
Sells Insurance

Anthony Minopoli is a registered investment advisor at Innovative Asset Advisors Group, based in Shelton, CT, with 11 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 193 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
IM Fee
Planning only
Assets Under Management
$134.5M
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Location

1 Enterprise Drive, Suite 425, Shelton, CT, 06484

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Anthony is a registered representative with Vigilant Distributors and holds multiple positions with the Knights of Columbus, including Executive Vice President/Chief Investment Officer and Director. He also serves on several committees and boards, including Pershing Partners LLC, Basilica of the Immaculate Conception Finance Committee, Sisters of Life Investment Committee, Foundation in Faith, One Way Limo, and Knights of Columbus Charitable Fund.

Employment History
Current Registrations
Innovative Asset Advisors Group
June 2025 - Present · 11 mos
Previous Registrations
Knights of Columbus Asset Advisors LLC
June 2021 - June 2025 · 4 yrs
Vigilant Distributors, LLCBroker
January 2021 - June 2025 · 4 yrs 5 mos
Foreside Fund Services, LLCBroker
February 2015 - December 2020 · 5 yrs 10 mos
State Registrations2 states
CTFL
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.