Anthony Pandolfi
Anthony Pandolfi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Buffalo, NY, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
217 Linwood Ave, Lower, Buffalo, NY, 14209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony is an owner of Accreux Wealth Management, LLC, a DBA for Anthony P Pandolfi & Andrew P Durfee. This support company takes about half of Anthony's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations26 states
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