Anthony C. Privetera

CALEO CAPITAL N.A. LLC

Hamilton, NJ 08610

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CRD#: 1260255

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.

1.NAME OF OTHER BUSINESS: PRIVETERA WEALTH MANAGEMENT ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 6/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL ADVISORY SERVICES

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

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

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.

CRD#: 7059

RED BANK, NJ

Past

July 28, 1988 - March 8, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 29, 1986 - August 4, 1988

EVANS & CO., INC.

CRD#: 268

Past

April 23, 1985 - October 13, 1986

ADVEST, INC.

CRD#: 10

Past

December 27, 1984 - April 4, 1985

TRAUBNER BACH CO., INC.

CRD#: 14368

Past

May 22, 1984 - December 10, 1984

S. D. COHN & CO.

CRD#: 735

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/11/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/10/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/6/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/19/1984

General Securities Representative Examination

Current Firm

CALEO CAPITAL N.A. LLC

CALEO CAPITAL N.A. LLC | CALEO CAPITAL SA

CRD#: 308542 / SEC#: 801-134431

Florida

Registered Investment Advisory firm - (5/25/2023 Approved)

New Jersey

Registered Investment Advisory firm - (12/2/2021 Approved)

Texas

Registered Investment Advisory firm - (5/17/2023 Conditional Restricted)

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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

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 Accounts	190
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.

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Anthony C. Privetera

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EVANS & CO., INC.

ADVEST, INC.

TRAUBNER BACH CO., INC.

S. D. COHN & CO.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/1993

Series 63

Date: 7/10/1984

SIE

Date: 10/1/2018

Series 31

Date: 4/6/2006

Series 7

Date: 5/19/1984

Current Firm

CALEO CAPITAL N.A. LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALEO CAPITAL N.A. LLC

TRUST BUT VERIFY

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