Anthony Cefolo
Anthony Cefolo is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Spring Hill, FL, with 25 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,014 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
T. Rowe Price Retirement Advisory Service manages your investments for an annual fee based on the value of the assets they manage. The gross advisory fee is up to 0.90% of assets under management. This fee is reduced by the total annual operating expenses of the T. Rowe Price funds held in your account. The net advisory fee is the gross fee minus the fund expense offset. No advisory fee is charged on money market funds.
Location
Spring Hill, FL
Get directionsHistory
Regulatory History (1)
Criminal
March 1990Other Business Activities
Anthony works as a delivery driver for Uber Eats and Door Dash, starting in April 2021. Each activity takes about a quarter of his time and is not investment-related.
Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
T. Rowe Price Investment Services, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
UBS Painewebber INC.Broker
Gunnallen Financial, INCBroker
State Registrations53 states
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.