AA
CFP
AA
CFP

Anthony Michael Aulffo

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

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Location

900 Kings Highway North, Suite 201, Cherry Hill, NJ, 08034

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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 ActivitiesSells Insurance

Anthony is an owner of Cardinal Wealth Group, operating a financial services practice. He also holds licenses to sell insurance and sells insurance products as an independent agent.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
June 2025 - Present · 8 mos
Previous Registrations
Private Advisor Group, LLC
December 2020 - June 2025 · 4 yrs 6 mos
LPL Financial LLCBroker
November 2020 - December 2021 · 1 yr 1 mo
Taylor Capital Management INC.Broker
January 2019 - June 2019 · 5 mos
Retirement Wealth Advisors, LLC
December 2018 - December 2020 · 2 yrs
MML Investors Services, LLC
March 2017 - December 2018 · 1 yr 9 mos
MML Investors Services, LLCBroker
March 2017 - December 2018 · 1 yr 9 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
March 2013 - January 2015 · 1 yr 10 mos
New England SecuritiesBroker
March 2013 - January 2015 · 1 yr 10 mos
Securian Financial Services, INC.
March 2011 - February 2012 · 11 mos
Securian Financial Services, INC.Broker
February 2011 - February 2012 · 1 yr
Vanguard Marketing CorporationBroker
November 2008 - May 2010 · 1 yr 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Anthony Michael Aulffo - Financial Advisor | TrueAdvisor