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AA

Anthony D. Altavilla

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CRD#: 1422094
AA

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 David Altavilla JR, who also goes by Anthony David Altavilla, Anthony Altavilla, Tony Altavilla, was a registered financial advisor .

Anthony is a previously registered financial advisor and started their career in finance in 1985. Anthony had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony David Altavilla | Anthony Altavilla | Tony Altavilla

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 28, 2013 - November 10, 2015

GA ADVISORS, LLC

RIA
CRD#: 164989
CARMEL, IN
Past

July 14, 1995 - October 7, 1998

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

October 30, 1991 - July 14, 1995

RAFFENSPERGER, HUGHES & CO., INC.

BD
CRD#: 699
INDIANAPOLIS, IN
Past

November 18, 1987 - April 12, 1988

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

April 1, 1987 - September 8, 1987

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
Past

October 22, 1985 - January 6, 1986

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

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
IAR
Series 65
Date: 5/21/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


GA
GA ADVISORS, LLC
ANNUITY ASSOCIATION AGENCY LLC | GA ADVISORS, LLC | GA ADVISORS LLC | GA ADVISORS AGENCY LLC

CRD#: 164989 / SEC#:

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Contact information


Main Address
8057 Sw 96th Terrace Road, Ocala, FL 34481
Mailing Address
Phone number
(561) 262-4693
Established
Firm type
Fiscal year end
# of Employees
0

Documents


Latest Form ADV
0

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


GA ADVISORS, LLC

CRD#: 164989

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