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Anthony Donini

28 Years of Experience
Winter Springs, FL
Broker

Anthony Donini is a registered investment advisor at Cetera Investment Advisers LLC, based in Winter Springs, FL, with 28 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Winter Springs, FL

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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 Activities

Anthony is the registered agent for the McHale Family Limited Partnership since 2000. He dedicates minimal time to this family partnership.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2004 - Present · 21 yrs 10 mos
Cetera Financial Specialists LLCBroker
June 2004 - Present · 21 yrs 11 mos
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
March 1999 - October 2004 · 5 yrs 7 mos
Hochman & Baker Securities, INC.Broker
October 1997 - June 2004 · 6 yrs 8 mos
State Registrations9 states
FLNCNJOHOKSCVAVTVirgin Islands
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.
Anthony Donini - Financial Advisor | TrueAdvisor