AC
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Anthony Costabile

6 Years of Experience
New York, NY
Broker

Anthony Costabile is a registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 6 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
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Location

1430 Broadway, Suite 700, New York, NY, 10018

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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

Anthony works full-time at Arizona Capital Management, doing business as Cetera Business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2020 - Present · 6 yrs 4 mos
Cetera Investment Services LLCBroker
May 2020 - Present · 6 yrs 4 mos
Previous Registrations
AXA Advisors, LLC
September 2019 - May 2020 · 8 mos
AXA Advisors, LLCBroker
May 2019 - May 2020 · 1 yr
State Registrations16 states
AZCACOFLGAKYMAMIMNNJNVNYORTXVTWA
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.
Anthony Costabile - Financial Advisor | TrueAdvisor