AP
AP

Anthony Pacione

17 Years of Experience
Venice, FL

Anthony Pacione is a registered investment advisor at Gasima Financial LLC, based in Venice, FL, with 17 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. Their firm serves 17 clients with $8.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
17 clients
Average Client Portfolio
$499K average
Assets Under Management
$8.5M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable at the discretion of the Firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

304 West Venice Ave., Suite 204, Venice, FL, 34285

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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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Employment History
Current Registrations
Gasima Financial LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Jmp Securities LLCBroker
January 2014 - July 2017 · 3 yrs 6 mos
Fbr Capital Markets & CO.Broker
March 2012 - January 2014 · 1 yr 10 mos
Mann Mann Jensen Partners LPBroker
December 2011 - March 2012 · 3 mos
Fbr Capital Markets & CO.Broker
October 2003 - January 2011 · 7 yrs 3 mos
Worldco, L.L.C.Broker
February 2003 - August 2003 · 6 mos
Banc of America Securities LLCBroker
January 1999 - December 1999 · 11 mos
State Registrations2 states
FLMA
Advisor

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.