Anthony Tangredi
Anthony Tangredi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Goshen, 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
2679 Route 17M, Suite C, Goshen, NY, 10924
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony owns C. Ash Holdings, LLC, a real estate holding company, dedicating minimal time to it. He also owns Tangredi Financial Services, LLC, a support company, taking about half of his time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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