AK
CFP
AK
CFP

Antony Khalife

5 Years of Experience
Boston, MA

Antony Khalife is a CFP-designated registered investment advisor at Seaport Wealth LLC, based in Boston, MA, with 5 years of industry experience. Antony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

175 Portland Street, Unit 4, Boston, MA, 02114

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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.

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Other Business Activities

Antony is a partner at Seaport Financial Partners LLC, focusing on tax and accounting, dedicating full-time hours to this role. He is also a member of SFP PHG Holding LLC and Seaport Investment Holdings LLC, both involving passive investments.

Employment History
Current Registrations
Seaport Wealth LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
U.S. Wealth Management
May 2019 - December 2020 · 1 yr 7 mos
State Registrations1 state
MA
Advisor

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.
Antony Khalife - Financial Advisor | TrueAdvisor