AF
AF
Anthony Folino
18 Years of Experience
Charlotte, NC
1 DisclosureBroker
Anthony Folino is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Charlotte, NC, with 18 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
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
9836 Rea Rd, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (1)
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Civil Bond
March 1998Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 7 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 7 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
October 2019 - February 2026 · 6 yrs 4 mos
U.S. Bancorp Investments, INC.
October 2019 - February 2026 · 6 yrs 4 mos
Advice and Planning Services
December 2012 - October 2019 · 6 yrs 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2011 - October 2019 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - March 2011 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - March 2011 · 4 mos
Wells Fargo Advisors Financial Network, LLC
December 2009 - September 2010 · 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2009 - September 2010 · 1 yr
First Union Securities, INC.Broker
October 2000 - August 2001 · 10 mos
First Union Brokerage Services, INC.Broker
July 1999 - October 2000 · 1 yr 3 mos
State Registrations28 states
ALAZCACOCTDCFLGAILKYMAMDMNMOMSMTNCNJNVNYOHORPASCTNTXVAWI
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.