Anthony Marcello is a registered investment advisor, based in Palm Beach, FL, with 28 years of industry experience.
Location
231 Royal Palm Way, Palm Beach, FL, 33480
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is a managing member of Paoli-Marcello LLC and ACM3, LLC, and co-owner of Kamphuis, Marcello & Searing Wealth Management, which takes nearly full-time. He is also involved in various real estate investments, charities, and refers interested parties to RE agents/brokers, and insurance referrals.
Employment History
Current Registrations
Four Points Capital Partners LLC
Four Points Capital Partners LLCBroker
Canton Hathaway LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Gunnallen Financial, INCBroker
Brookstreet Securities CorporationBroker
Fin-Atlantic Securities, INC.Broker
Biltmore Securities, INCBroker
State Registrations3 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.