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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13,517 clients with $5.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
The gross advisory fee is up to 0.90% and is offset by the underlying operating expenses of the proprietary funds held in the account, resulting in an estimated net advisory fee ranging from 0.43% to 0.56% depending on the model portfolio.
Fee Estimator
Location
Spring Hill, FL
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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.
Exams
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