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AP

Anthony T. Portelli

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CRD#: 1193851
AP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Anthony Thomas Portelli JR, who also goes by Anthony Thomas Portelli, was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 1992. Anthony had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony Thomas Portelli

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 13, 2010 - November 30, 2016

VIRTU ALTERNET SECURITIES LLC

BD
CRD#: 47867
NEW YORK, NY
Past

March 1, 2010 - November 30, 2016

VIRTU ITG LLC

BD
CRD#: 29299
NEW YORK, NY
Past

August 15, 2003 - February 26, 2010

VELOCITY CLEARING, LLC

BD
CRD#: 126588
NEW YORK, NY
Past

April 24, 2003 - December 15, 2009

NYFIX MILLENNIUM, L.L.C.

BD
CRD#: 103843
NEW YORK, NY
Past

January 13, 2003 - October 1, 2007

NYFIX TRANSACTION SERVICES, INC.

BD
CRD#: 31700
NEW YORK, NY
Past

October 30, 2000 - December 13, 2002

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 1, 1997 - October 3, 2000

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

January 3, 1995 - July 3, 1997

SBC WARBURG, INC.

BD
CRD#: 23745
NEW YORK, NY
Past

December 15, 1992 - January 3, 1995

SBCI SWISS BANK CORPORATION INVESTMENT BANKING INC.

BD
CRD#: 4341
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/25/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/12/2006
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


VA
VIRTU ALTERNET SECURITIES LLC
ALTERNET SECURITIES INC. | VIRTU ALTERNET SECURITIES LLC

CRD#: 47867 / SEC#: , 8-51939

BD
Terminated by SEC on 07/31/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 06/18/1999
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
VIRTU ITG HOLDINGS LLCOWNER
CAVOLI, STEPHEN JOHNCHIEF EXECUTIVE OFFICER4468202
PENEV, LUBOMIR STEFANOVCHIEF COMPLIANCE OFFICER4545153
SULLIVAN, JOHN GERALDFINOP4330347

Disclosures


Regulatory Event6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VIRTU ALTERNET SECURITIES LLC

CRD#: 47867

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