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Anthony Michael Debellis

Anthony M. Debellis

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CRD#: 2242997
Anthony Michael Debellis

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 Michael Debellis, CFP® was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 1991. Anthony had worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Divorce Planning
Tax Planning
Are you a "fiduciary"?
No

Aliases


None

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.
CAPITAL GROWTH INC. - NON INVESTMENT RELATED,8910 UNIVERSITY CENTER LANE, STE. 150, SAN DIEGO, CA 92122. START DATE FEB 2006. SUBLET OFFICE SPACE, SERVE AS THE FIRM'S TAX ADVISOR SERVING THEIR CLIENT BASE ON A HOURLY/FLAT FEE RATE. NO OWNERSHIP. SOUTH COAST ENTERPRISE - NON INVESTMENT RELATED, 3249 AVENIDA DE SUENO, CARLSBAD, CA 92009. PARTNERSHIP SELLING A SINGLE BOOK TO THE MEDICAL COMMUNITY. 50% OWNERSHIP. 09/18/2014 2 HOURS/WEEK, CUSTOMER SERVICE, FINANCE SIT STAND KNEEL PARTNERS - NON INVESTMENT RELATED, 3249 AVENIDA DE SUENO, CARLSBAD, CA 92009. PARTNERSHIP SELLING CARDS AND BOOKS TO THE RELIGIOUS MARKET. 50% OWNERSHIP. 08/20/2018 3 HR/WEEK, SALES, MARKETING, FINANCE. LEGACY EQUITY PARTNERS LLC - NON INVESTMENT RELATED, 3249 AVENIDA DE SUENO, CARLSBAD, CA 92009. LLC INVESTING IN REAL ESTATE LOANS AND EQUITY PARTICIPATION. 100% OWNERSHIP. 4/2022. 5 HOURS WEEK, SALES AND FINANCE.

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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®
CFP®

Experience


Past

August 29, 2014 - July 26, 2025

DEBELLIS FINANCIAL SERVICES, INC.

RIA
CRD#: 171593
CARLSBAD, CA
Past

February 15, 2011 - December 31, 2011

DE BELLIS FINANCIAL SERVICES, INC.

RIA
CRD#: 130054
CARLSBAD, CA
Past

January 28, 2004 - December 31, 2010

DE BELLIS FINANCIAL SERVICES, INC.

RIA
CRD#: 130054
CARLSBAD, CA
Past

December 10, 1993 - December 31, 2003

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA
Past

February 11, 1993 - December 16, 1993

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

September 24, 1992 - February 4, 1993

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

October 22, 1991 - December 31, 2003

TRANSAMERICA FINANCIAL ADVISORS, INC.

RIA
CRD#: 3600
CARLSBAD, CA

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: 8/11/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


DF
DEBELLIS FINANCIAL SERVICES, INC.
DE BELLIS FINANCIAL SERVICES, INC. | LEGACY EQUITY PARTNERS, LLC | DEBELLIS FINANCIAL SERVICES, INC.

CRD#: 171593 / SEC#:

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Contact information


Main Address
Carlsbad, CA
Mailing Address
Phone number
(760) 635-1122
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


DEBELLIS FINANCIAL SERVICES, INC.

CRD#: 171593

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Contact information


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