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AA

Anthony J. Anzellotti

EMPOWER FINANCIAL SERVICES
Greenwood Village, CO 80111
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CRD#: 2642782
AA

Professional summary


Anthony John Anzellotti, who also goes by Anthony J Anzellotti, Anthony Anzellotti, is a registered financial professional currently at EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.

Anthony is registered as a RR (Registered Representative) and started their career in finance in 1995. Anthony has worked at 17 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony J Anzellotti | Anthony Anzellotti

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 John Anzellotti'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

April 4, 2022 - Present

EMPOWER FINANCIAL SERVICES, INC.

Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111
BD
CRD#: 13109
Greenwood Village, CO
Past

May 31, 2019 - December 20, 2019

PRUDENTIAL SELECT STRATEGIES LLC

RIA
CRD#: 286153
WETHERSFIELD, CT
Past

March 15, 2018 - April 4, 2022

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
HARTFORD, CT
Past

May 22, 2017 - March 2, 2018

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
MILFORD, CT
Past

May 22, 2017 - March 2, 2018

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
MILFORD, CT
Past

October 7, 2016 - February 16, 2017

EDWARD JONES

RIA
CRD#: 250
WETHERSFIELD, CT
Past

June 2, 2016 - February 16, 2017

EDWARD JONES

BD
CRD#: 250
WETHERSFIELD, CT
Past

August 6, 2014 - May 25, 2016

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Hartford, CT
Past

April 15, 2011 - June 19, 2014

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

May 17, 2007 - January 14, 2011

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
HARTFORD, CT
Past

June 29, 2006 - May 14, 2009

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
BLOOMFIELD, CT
Past

June 22, 2006 - June 27, 2006

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
HARTFORD, CT
Past

June 22, 2006 - June 18, 2007

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
HARTFORD, CT
Past

December 21, 2005 - March 30, 2006

TOUCHSTONE ADVISORS INC

RIA
CRD#: 107028
CINCINNATI, OH
Past

October 13, 2004 - January 12, 2006

TOUCHSTONE SECURITIES, INC.

BD
CRD#: 1526
STAMFORD, CT
Past

November 4, 2003 - May 14, 2004

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

January 29, 2003 - July 24, 2003

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

October 21, 1999 - October 24, 2002

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

December 22, 1997 - August 17, 1999

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

BD
CRD#: 17580
BOSTON, MA
Past

November 6, 1995 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

November 6, 1995 - October 30, 1997

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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
Alabama
(4/4/2022)
RR
Alaska
(4/4/2022)
RR
Arizona
(4/4/2022)
RR
Arkansas
(4/4/2022)
RR
California
(4/4/2022)
RR
Connecticut
(4/4/2022)
RR
Delaware
(4/4/2022)
RR
Georgia
(4/4/2022)
RR
Hawaii
(4/4/2022)
RR
Idaho
(4/4/2022)
RR
Illinois
(4/4/2022)
RR
Indiana
(4/4/2022)
RR
Iowa
(4/4/2022)
RR
Kansas
(4/4/2022)
RR
Kentucky
(4/4/2022)
RR
Maine
(4/4/2022)
RR
Massachusetts
(4/4/2022)
RR
Michigan
(4/4/2022)
RR
Minnesota
(4/4/2022)
RR
Mississippi
(4/4/2022)
RR
Missouri
(4/4/2022)
RR
Montana
(4/4/2022)
RR
Nebraska
(4/4/2022)
RR
Nevada
(4/4/2022)
RR
New Hampshire
(4/4/2022)
RR
New Jersey
(4/4/2022)
RR
New Mexico
(4/4/2022)
RR
New York
(4/4/2022)
RR
North Carolina
(4/4/2022)
RR
North Dakota
(4/4/2022)
RR
Oklahoma
(4/4/2022)
RR
Oregon
(4/4/2022)
RR
Pennsylvania
(4/4/2022)
RR
Rhode Island
(4/4/2022)
RR
South Carolina
(4/4/2022)
RR
South Dakota
(4/4/2022)
RR
Tennessee
(1/21/2025)
RR
Texas
(4/4/2022)
RR
Utah
(4/4/2022)
RR
Vermont
(4/4/2022)
RR
Virgin Islands
(4/4/2022)
RR
Virginia
(4/4/2022)
RR
Washington
(4/4/2022)
RR
West Virginia
(4/4/2022)
RR
Wisconsin
(4/4/2022)
RR
Wyoming
(4/4/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/2/2016
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


EF
EMPOWER FINANCIAL SERVICES, INC.
AMERICAN CAPITAL PLANNING, INC. | MAZER, HOWARD BARRY | GWFS EQUITIES, INC. | EMPOWER FINANCIAL SERVICES, INC. | BENEFITSCORP EQUITIES, INC. | BENEFITS COMMUNICATION CORPORATION

CRD#: 13109 / SEC#: , 8-33854

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


Main Address
8515 E Orchard Road, Greenwood Village, CO 80111
Mailing Address
8525 East Orchard Road 2t3, Greenwood Village, CO, 80111-5002
Phone number
(303) 737-2657
Established
Delaware since 10/12/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICASHAREHOLDER
BARRES, STEPHANIECOMPLIANCE OFFICER2203746
BRETON, HUGOBOARD DIRECTOR8128232
CHRISTOLINI, JOHNCHIEF COMPLIANCE OFFICER4141296
COCHRAN, SHANNON MARIECOMPLIANCE OFFICER4948393
CORDISCO, MEREDITHVP, COMPLIANCE8189199
CRAIG, CASEY RSENIOR VICE PRESIDENT4680712
ETTINGER, ROBERT DANIELFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, VP, TREASURER5593259
HUDSON, BROCKETT RICEASSISTANT SECRETARY6520983
KAVAN, ADAMASSISTANT GENERAL COUNSEL7155499
LINTON, RICHARD HENRY JREXECUTIVE VICE PRESIDENT AND DIRECTOR2107513
MCLEOD, DAVID GEORGEBOARD DIRECTOR3041563
MORRISON, DANIEL ARTHURSENIOR VICE PRESIDENT4078410
PATEL, PALAKSECRETARY7665103
SECOR, STEPHANIE ANNEVP, COMPLIANCE1454139
SMOLEN, JOSEPH MICHAELSENIOR VICE PRESIDENT4100909
STILLMAN, STEVEN JAMESBOARD DIRECTOR4870117
WADDELL, CAROL ELAINECHAIR, PRESIDENT AND CHIEF EXECUTIVE OFFICER4867556

Disclosures


Regulatory Event5
Arbitration1

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


EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109Greenwood Village, CO 80111

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