AS
AS

Anthony M. Scalfaro

16 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
23 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$23.9M

Fee Structure

Financial Planning:Investment management only
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Location

5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131

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History

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.

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Other Business Activities

Anthony is a part owner of Scalfaro & Associates, LLC, a rental property group, where he handles record keeping, finances, and occasional maintenance. This requires minimal time each month.

Employment History
Current Registrations
CBIZ Financial Solutions, INC.Broker
September 2024 - Present · 1 yr 5 mos
CBIZ Investment Advisory Services, LLC
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Mutual of America Securities LLCBroker
January 2019 - August 2020 · 1 yr 7 mos
Mutual of America Life Insurance CompanyBroker
January 2019 - August 2020 · 1 yr 7 mos
Lincoln Investment
November 2018 - January 2019 · 2 mos
Lincoln InvestmentBroker
October 2018 - January 2019 · 3 mos
Nylife Securities LLCBroker
November 2009 - January 2018 · 8 yrs 2 mos
Securities America, INC.Broker
October 2008 - November 2009 · 1 yr 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.