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Anthony Cisco

23 Years of Experience
Westerville, OH
BrokerSells Insurance

Anthony Cisco is a registered investment advisor at Cetera Investment Advisers LLC, based in Westerville, OH, with 23 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

Westerville, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Anthony sells fixed insurance products, including life, health, disability, and long-term care, dedicating a few hours per week. He is also a mortgage broker through Mortgages for America, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 13 yrs
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Vantage Financial Group, INC.
October 2007 - September 2009 · 1 yr 11 mos
Walnut Street Securities, INC.
February 2007 - September 2013 · 6 yrs 7 mos
Vantage Financial Group, INC.
November 2002 - January 2005 · 2 yrs 2 mos
Walnut Street Securities, INC.Broker
August 2002 - September 2013 · 11 yrs 1 mo
Pruco Securities CorporationBroker
December 1998 - February 1999 · 2 mos
State Registrations4 states
CACONVOH
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 Cisco - Financial Advisor | TrueAdvisor