AA
CFP
AA
CFP

Anthony Alfano

12 Years of Experience
Red Bank, NJ
BrokerSells Insurance

Anthony Alfano is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Red Bank, NJ, with 12 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

41 Reckless Place, Red Bank, NJ, 07701

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anthony operates under the DBA NDA Wealth Foundations, providing financial services since 2014, dedicating full-time hours to this endeavor. He also works as an insurance agent selling life insurance and annuities, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2014 - June 2023 · 9 yrs 4 mos
State Registrations21 states
AZCACOCTDEFLILMAMDMOMTNCNHNJNVNYPARISCTNVA
AdvisorBrokerBoth

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
No exam information available for this advisor.