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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Anthony Cesare Privetera

Anthony C. Privetera

CALEO CAPITAL N.A.
Hamilton, NJ 08610
Some features on this profile are disabled
CRD#: 1260255
Anthony Cesare Privetera

Professional summary

Anthony Cesare Privetera, CFP®, who also goes by Anthony Cesar Privetera, is a registered financial advisor currently at CALEO CAPITAL N.A. LLC located in Hamilton, New Jersey.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Anthony has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anthony Cesar Privetera

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) - RIA

Click below to view Anthony Cesare Privetera's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

December 19, 2023 - Present

CALEO CAPITAL N.A. LLC

Office #1: 941 Whitehorse-mercerville Road, Hamilton, NJ 08610
RIA
CRD#: 308542
Hamilton, NJ
Past

April 27, 2017 - August 15, 2023

CETERA ADVISORS LLC

RIA
CRD#: 10299
WALL, NJ
Past

April 26, 2017 - August 15, 2023

CETERA ADVISORS LLC

BD
CRD#: 10299
WALL, NJ
Past

June 1, 2009 - May 2, 2017

MORGAN STANLEY

RIA
CRD#: 149777
LAWRENCEVILLE, NJ
Past

June 1, 2009 - May 2, 2017

MORGAN STANLEY

BD
CRD#: 149777
LAWRENCEVILLE, NJ
Past

May 8, 2002 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
RED BANK, NJ
Past

March 2, 1994 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
RED BANK, NJ
Past

July 28, 1988 - March 8, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 29, 1986 - August 4, 1988

EVANS & CO., INC.

BD
CRD#: 268
Past

April 23, 1985 - October 13, 1986

ADVEST, INC.

BD
CRD#: 10
Past

December 27, 1984 - April 4, 1985

TRAUBNER BACH CO., INC.

BD
CRD#: 14368
Past

May 22, 1984 - December 10, 1984

S. D. COHN & CO.

BD
CRD#: 735

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CALEO CAPITAL N.A. LLC
CALEO CAPITAL N.A. LLC | CALEO CAPITAL SA

CRD#: 308542 / SEC#: 801-134431

RIA
Registered Investment Advisory firm - (12/3/2025 Approved)
Florida
Registered Investment Advisory firm - (5/25/2023 Approved)
Texas
Registered Investment Advisory firm - (5/17/2023 Conditional Restricted)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(12/19/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/11/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/10/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 4/6/2006
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 5/19/1984
General Securities Representative Examination

Current Firm

CC
CALEO CAPITAL N.A. LLC
CALEO CAPITAL N.A. LLC | CALEO CAPITAL SA

CRD#: 308542 / SEC#: 801-134431

RIA
Registered Investment Advisory firm - (12/3/2025 Approved)
Florida
Registered Investment Advisory firm - (5/25/2023 Approved)
Texas
Registered Investment Advisory firm - (5/17/2023 Conditional Restricted)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
90 Fort Wade Road Suite 100, Ponte Vedra, FL 32081
Mailing Address
Phone number
(609) 838-1245
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CALEO CAPITAL FORM ADV PART IA (8/27/2025)
ANTHONY PRIVETERA FORM ADV PART 2B (8/27/2025)
DARYL BARTKUNSKY FORM ADV PART 2B (3/26/2025)
SHELDON-SCOTT HALCROW ADV PART 2B (3/26/2025)
DARRYN THOMAS FORM ADV PART 2B (3/26/2025)

Regulatory assets under management

Total Number of Accounts190
AUM (Assets Under Management)$ 100,825,200

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

CALEO CAPITAL N.A. LLC

CRD#: 308542Hamilton, NJ 08610

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