Anthony Destefano is a registered investment advisor, based in Everett, PA, with 26 years of industry experience.
Location
140 E Main St, Everett, PA, 15537
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Truist Advisory Services, INC.
September 2022 - Present · 3 yrs 8 mos
Truist Investment Services, INC.
September 2022 - Present · 3 yrs 8 mos
Truist Investment Services, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
June 2021 - October 2022 · 1 yr 4 mos
LPL Financial LLC
June 2021 - October 2022 · 1 yr 4 mos
M&t Securities, INC.
April 2017 - June 2021 · 4 yrs 2 mos
M&t Securities, INC.Broker
September 2006 - June 2021 · 14 yrs 9 mos
Invest Financial CorporationBroker
October 2005 - August 2006 · 10 mos
Cco Investment Services CORP.
August 2003 - September 2005 · 2 yrs 1 mo
Cco Investment Services CORP.Broker
August 2003 - September 2005 · 2 yrs 1 mo
M&t Securities, INC.Broker
November 2001 - August 2003 · 1 yr 9 mos
Pruco Securities CorporationBroker
October 1999 - November 2001 · 2 yrs 1 mo
State Registrations41 states
ALAZCACOCTDCDEFLGAIAIDILINLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTVirgin IslandsWAWIWV
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.