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Anthony Rizzo

31 Years of Experience
Palm Beach, FL
4 DisclosuresBroker

Anthony Rizzo is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach, FL, with 31 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

255 S County Rd 2nd Fl, Palm Beach, FL, 33480

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History

Regulatory History (4)
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.
Customer Dispute
April 2010
Settled
Customer Dispute
July 2009
Settled
Customer Dispute
January 2003
Closed-No Action
Customer Dispute
November 2002
Denied
Other Business Activities

Anthony owns ALR Real Estate Holdings LLC and multiple rental properties in Florida. He dedicates minimal time to these activities.

Employment History
Current Registrations
Wells Fargo Advisors
April 2024 - Present · 2 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2014 - April 2024 · 9 yrs 10 mos
J.P. Morgan Securities LLCBroker
June 2014 - April 2024 · 9 yrs 10 mos
Deutsche Bank Securities INC.
October 2005 - July 2014 · 8 yrs 9 mos
Deutsche Bank Securities INC.Broker
October 2005 - July 2014 · 8 yrs 9 mos
Legg Mason Wood Walker INC
May 1999 - October 2005 · 6 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
May 1999 - October 2005 · 6 yrs 5 mos
Painewebber IncorporatedBroker
February 1995 - June 1999 · 4 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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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