Anthony Cervio
Anthony Cervio is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Stamford, CT, with 9 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35,105 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steward Partners offers investment management through various programs. Fees are negotiable and are calculated as a percentage of the assets managed. The maximum program fee is 2.50% annually. There are minimum new account values, but no minimum quarterly program fees are listed for the Steward Partners Discretionary Portfolios and Steward Partners Guided Portfolios. The amount of compensation Steward Partners receives varies between advisory programs and services, creating a potential conflict of interest.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
Get directionsHistory
Regulatory History (1)
Criminal
January 2008Other Business Activities
Anthony is an assistant baseball coach at Tarpon Springs High School since August 2024. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ernst & Young Investment Advisers LLP
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.