Anthony Alfano
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 is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
41 Reckless Place, Red Bank, NJ, 07701
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Regulatory History
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
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations22 states
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
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