Anthony R. Sellitto

AKAHI CAPITAL MANAGEMENT

Lake Oswego, OR 97035

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CRD#: 2821600

Professional summary

Anthony Ralph Sellitto III, who also goes by Anthony Sellitto, is a registered financial advisor currently at AKAHI CAPITAL MANAGEMENT, LLC located in Lake Oswego, Oregon.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Anthony has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Sellitto

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) - RIA

Click below to view Anthony Ralph Sellitto III'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

November 4, 2022 - Present

AKAHI CAPITAL MANAGEMENT, LLC

Office #1: 5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035

RIA

CRD#: 320859

Lake Oswego, OR

Past

August 23, 2004 - October 25, 2019

AKAHI CAPITAL MANAGEMENT, LLC

RIA

CRD#: 132114

LAKE OSWEGO, OR

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

Oregon
(11/4/2022)

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 65

Date: 10/28/1996

Uniform Investment Adviser Law Examination

Current Firm

AKAHI CAPITAL MANAGEMENT, LLC

CRD#: 320859 / SEC#:

Oregon

Registered Investment Advisory firm - (11/4/2022 Approved)

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Contact information

Main Address

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035

Mailing Address

Phone number

(415) 840-2758

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 17,150,000

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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Anthony R. Sellitto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Ralph Sellitto III's CRS (Customer Relationship Summary).

Certified licenses

Experience

AKAHI CAPITAL MANAGEMENT, LLC

AKAHI CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/1996

Current Firm

AKAHI CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AKAHI CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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