Pasquale (. Antonetti

ANTONETTI CAPITAL MANAGEMENT

Naples, FL 34105

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CRD#: 2338442

Professional summary

Pasquale (nmn) Antonetti JR, who also goes by Pasquale Antonetti Jr, Pat Antonetti Jr, Pat Antonetti, is a registered financial advisor currently at ANTONETTI CAPITAL MANAGEMENT, LLC located in Naples, Florida.

Pasquale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Pasquale has worked at 8 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pasquale Antonetti Jr | Pat Antonetti Jr | Pat Antonetti

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. 01/06/10 - DBA ANTONETTI CAPITAL MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pasquale (nmn) Antonetti JR'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®

None

Experience

Current

March 7, 2011 - Present

ANTONETTI CAPITAL MANAGEMENT, LLC

Office #1: 3200 Bailey Lane Suite 155, Naples, FL 34105

RIA

CRD#: 156551

Naples, FL

Past

January 13, 2010 - May 3, 2011

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

NAPLES, FL

Past

January 6, 2010 - May 13, 2011

LPL FINANCIAL LLC

CRD#: 6413

NAPLES, FL

Past

September 25, 2007 - February 17, 2011

FORT PITT CAPITAL GROUP INC

RIA

CRD#: 108361

NAPLES, FL

Past

June 20, 2005 - January 4, 2010

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

January 3, 2003 - March 15, 2005

PNC CAPITAL MARKETS LLC

CRD#: 15647

PITTSBURGH, PA

Past

May 31, 2002 - October 18, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

April 3, 2001 - September 13, 2002

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

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".

ANTONETTI CAPITAL MANAGEMENT, LLC

ANTONETTI CAPITAL MANAGEMENT, LLC | PARK SHORE CAPITAL | KIENZLE WEALTH CONSULTING | EAGLEVUE CAPITAL

CRD#: 156551 / SEC#: 801-112669

RIA

Registered Investment Advisory firm - (3/26/2018 Approved)

Alabama

Registered Investment Advisory firm - (4/4/2018 Terminated)

Florida

Registered Investment Advisory firm - (4/4/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (4/5/2018 Terminated)

Michigan

Registered Investment Advisory firm - (4/9/2018 Terminated)

New York

Registered Investment Advisory firm - (4/4/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (4/4/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/16/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/4/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(3/7/2011)

IAR

Texas
(3/13/2023)

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 66

Date: 9/21/2007

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/2/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/24/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/2/2001

General Securities Representative Examination

Current Firm

ANTONETTI CAPITAL MANAGEMENT, LLC

ANTONETTI CAPITAL MANAGEMENT, LLC | PARK SHORE CAPITAL | KIENZLE WEALTH CONSULTING | EAGLEVUE CAPITAL

CRD#: 156551 / SEC#: 801-112669

RIA

Registered Investment Advisory firm - (3/26/2018 Approved)

Alabama

Registered Investment Advisory firm - (4/4/2018 Terminated)

Florida

Registered Investment Advisory firm - (4/4/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (4/5/2018 Terminated)

Michigan

Registered Investment Advisory firm - (4/9/2018 Terminated)

New York

Registered Investment Advisory firm - (4/4/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (4/4/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/16/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/4/2018 Terminated)

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Contact information

Main Address

3200 Bailey Lane Suite 155, Naples, FL 34105

Mailing Address

Phone number

(239) 403-0218

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACM AMENDED FORM ADV PART 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts	338
AUM (Assets Under Management)	$ 121,363,885

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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Advisor Monitoring

Firm Stability Insights

Pasquale (. Antonetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pasquale (nmn) Antonetti JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

FORT PITT CAPITAL GROUP INC

QUASAR DISTRIBUTORS, LLC

PNC CAPITAL MARKETS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ANTONETTI CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/21/2007

Series 65

Date: 5/2/2003

Series 63

Date: 9/24/2001

Series 7

Date: 4/2/2001

Current Firm

ANTONETTI CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANTONETTI CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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