Deborah C. Anselmo

BRIAN LOW FINANCIAL GROUP

Baton Rouge, LA 70809

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CRD#: 2640872

Professional summary

Deborah Claire Anselmo, who also goes by Debby Anselmo, Debby Anselmo Madere, is a registered financial advisor currently at BRIAN LOW FINANCIAL GROUP, LLC located in Baton Rouge, Louisiana.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Deborah has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Debby Anselmo | Debby Anselmo Madere

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. DEBBY ANSELMO, NON-INVESTMENT RELATED, 9800 AIRLINE HWY., SUITE #109, BATON ROUGE, LA 70816, NOTARY, SINCE 5/2008, DEVOTED TIME IS 10 HRS A MONTH, NOTARY FOR SIGNATURES. 2. DEBBY ANSELMO, INVESTMENT RELATED, 9800 AIRLINE HWY., SUITE #109, BATON ROUGE, LA 70816, SALE OF LIFE AND FIXED ANNUITY, AGENT, SINCE 6/1995, DEVOTED TIME IS 50 HRS A MONTH, SALES, CLIENT MEETINGS AND ILLUSTRATIONS 3. THE ANSELMO GROUP, LLC, NON-INVESTMENT RELATED, DBA FOR MARKETING AND BRANDING PURPOSES ONLY, 9800 AIRLINE HWY., SUITE #109, BATON ROUGE, LA 70816, SINCE 1/1/2019.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Claire Anselmo'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

February 4, 2025 - Present

BRIAN LOW FINANCIAL GROUP, LLC

Office #1: 4463 Bluebonnet Boulevard Suite B, Baton Rouge, LA 70809

RIA

CRD#: 306346

Baton Rouge, LA

Past

July 20, 2022 - December 31, 2024

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

BATON ROUGE, LA

Past

March 23, 2016 - December 31, 2024

CENTAURUS FINANCIAL, INC.

CRD#: 30833

BATON ROUGE, LA

Past

November 14, 2014 - March 24, 2016

SECURITIES AMERICA, INC.

CRD#: 10205

PRAIRIEVILLE, LA

Past

July 16, 2008 - November 14, 2014

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

PRAIRIEVILLE, LA

Past

January 20, 2006 - June 13, 2008

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

BATON ROUGE, LA

Past

September 25, 1997 - June 13, 2008

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

BATON ROUGE, LA

Past

September 6, 1995 - August 12, 1997

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

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".

BRIAN LOW FINANCIAL GROUP, LLC

CRD#: 306346 / SEC#: 801-126895

RIA

Registered Investment Advisory firm - (11/17/2022 Approved)

Louisiana

Registered Investment Advisory firm - (11/22/2022 Terminated)

Texas

Registered Investment Advisory firm - (11/18/2022 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

Louisiana
(2/4/2025)

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: 1/18/2006

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/27/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/5/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BRIAN LOW FINANCIAL GROUP, LLC

CRD#: 306346 / SEC#: 801-126895

RIA

Registered Investment Advisory firm - (11/17/2022 Approved)

Louisiana

Registered Investment Advisory firm - (11/22/2022 Terminated)

Texas

Registered Investment Advisory firm - (11/18/2022 Terminated)

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Contact information

Main Address

4463 Bluebonnet Boulevard Suite B, Baton Rouge, LA 70809

Mailing Address

Phone number

(225) 292-4225

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE 2024 (3/21/2025)

WRAP FEE PROGRAM BROCHURE 2024 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	809
AUM (Assets Under Management)	$ 184,209,925

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Deborah C. Anselmo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Claire Anselmo's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

SECURITIES AMERICA, INC.

SUNSET FINANCIAL SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

BRIAN LOW FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2006

Series 65

Date: 4/27/1999

Series 63

Date: 9/12/1995

SIE

Date: 10/1/2018

Series 7

Date: 9/15/1997

Series 6

Date: 9/5/1995

Current Firm

BRIAN LOW FINANCIAL GROUP, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIAN LOW FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Contact information

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