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AG

Anthony M. Giordano

FORVIS MAZARS CAPITAL ADVISORS
Denver, CO 80202
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CRD#: 1738561
AG

Professional summary


Anthony Mark Giordano, who also goes by Anthony M Giordano, Anthony Giordano, Tony Giordano, is a registered financial professional currently at FORVIS MAZARS CAPITAL ADVISORS, LLC located in Denver, Colorado.

Anthony is registered as a RR (Registered Representative) and started their career in finance in 1987. Anthony has worked at 4 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony M Giordano | Anthony Giordano | Tony Giordano

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) - BD


Click below to view Anthony Mark Giordano's 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®
None

Experience


Current

March 12, 2008 - Present

FORVIS MAZARS CAPITAL ADVISORS, LLC

Office #1: 1801 California Street Suite 2900, Denver, CO 80202
BD
CRD#: 43427
Denver, CO
Past

October 6, 2003 - January 14, 2004

WEDGE SECURITIES, LLC

BD
CRD#: 126776
GREENWOOD VILLAGE, CO
Past

July 14, 1993 - September 26, 2002

RBC DANIELS, L.P.

BD
CRD#: 14073
DENVER, CO
Past

September 24, 1987 - March 14, 1989

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(1/2/2014)
RR
Colorado
(4/13/2010)
RR
Illinois
(1/2/2014)
RR
Indiana
(1/2/2014)
RR
Kansas
(1/2/2014)
RR
Kentucky
(1/2/2014)
RR
Minnesota
(8/13/2025)
RR
Mississippi
(1/2/2014)
RR
Missouri
(1/2/2014)
RR
Nebraska
(1/2/2014)
RR
Ohio
(1/2/2014)
RR
Oklahoma
(1/2/2014)
RR
Texas
(1/2/2014)
RR
Utah
(7/17/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 7/14/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FM
FORVIS MAZARS CAPITAL ADVISORS, LLC
BKD CAPITAL ADVISORS, LLC | FORVIS MAZARS CAPITAL ADVISORS, LLC | FORVIS CAPITAL ADVISORS, LLC | BKD FINANCIAL L.L.C. | BKD CORPORATE FINANCE, LLC

CRD#: 43427 / SEC#: , 8-50322

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
910 East St. Louis Street, Suite 200, Springfield, MO 65806
Mailing Address
P.o. Box 1190, Springfield, MO 65806-2523
Phone number
(417) 865-8701
Established
Missouri since 07/20/1994
Firm type
Limited Liability Company
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FORVIS MAZARS, LLPMEMBER
CORSON, JASON ANDREWCHIEF COMPLIANCE OFFICER4831976
DAVIS, ADAM MICHAELFINOP, CFO, PFO7744026
LINCH, SCOTT EDWARDPRESIDENT7940156

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


FORVIS MAZARS CAPITAL ADVISORS, LLC

CRD#: 43427Denver, CO 80202

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