Anthony Landi
Anthony Landi is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Cranston, RI, with 28 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 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
1000 Chapel View Blvd., Ste 200, Cranston, RI, 02920
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2008Customer Dispute
June 2008Customer Dispute
April 2008Other Business Activities
Anthony is a Managing Partner/Wealth Manager at The Northeast Investment Group and The Northeast Investment Group LLC, spending nearly full-time on client acquisition, financial planning, investment advice, client relations, and account management. He also holds board positions at Providence Rotary, Bradley Hospital, and PROVIDENCE ROTARY CHARITIES FOUNDATION, is a partner at Landi Family Holdings, and President of The Barber's Son LLC.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations24 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.