AG
AG

Anthony Gerbi

11 Years of Experience
St Louis Park, MN
Broker

Anthony Gerbi is a registered investment advisor at Cetera Investment Advisers LLC, based in St Louis Park, MN, with 11 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

1600 Utica Ave S, 9th floor, St Louis Park, MN, 55416

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 Activities

Anthony is a financial advisor with Stein Financial Group, spending nearly full-time managing accounts and interacting with clients. He also gives educational presentations on financial topics through The Society for Financial Awareness (SOFA) for a few hours per week, and owns Gerbi Financial Group LLC, spending a few hours per week facilitating transactions for a succession plan and DBA for financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2015 - June 2021 · 6 yrs 5 mos
Voya Financial Advisors, INC.Broker
December 2014 - June 2021 · 6 yrs 6 mos
State Registrations14 states
AZCACOCTFLGAILMNNENMSCTXWAWI
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.