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Anthony Cervio

Steward Partners Investment Advisory, LLC
9 Years of Experience
Clearwater, FL
1 DisclosureBroker
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Anthony Cervio is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Clearwater, FL, with 9 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42,763 clients with $37B in assets under management.

Steward Partners Investment Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
478 advisors
Number of Clients
42,763 clients
Average Client Portfolio
$859K average
Assets Under Management
$36.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum program fee is 2.50% annualized (up to 3.00% for certain Raymond James programs). Fees are fully negotiable between you and your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Clearwater, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 2008
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
November 2022 - Present · 3 yrs 11 mos
Steward Partners Investment Solutions, LLC
October 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLCBroker
October 2022 - Present · 4 yrs
Previous Registrations
Raymond James & Associates, INC.
January 2020 - October 2022 · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
January 2020 - October 2022 · 2 yrs 9 mos
Raymond James Financial Services Advisors, INC
October 2018 - December 2019 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
October 2018 - December 2019 · 1 yr 2 mos
Ernst & Young Investment Advisers LLP
August 2018 - September 2018 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2016 - August 2017 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2016 - August 2017 · 1 yr 7 mos
State Registrations2 states
FLNY
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.
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