Anthony J. Destefano
Professional summary
Anthony Joseph Destefano, who also goes by Anthony J. Destefano, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Everett, Pennsylvania and TRUIST INVESTMENT SERVICES, INC. located in Everett, Pennsylvania.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Anthony has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Joseph Destefano's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 140 E Main St, Everett, PA 15537September 30, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 140 E Main St, Everett, PA 15537Office #2: 601 E Pitt St, Bedford, PA 15522Office #3: 125 Southridge Plz, State College, PA 16801Office #4: 204 Hepburn St, Williamsport, PA 17701Office #5: 1104 N 4th St, Sunbury, PA 17801Office #6: 1949 E 3rd St, Williamsport, PA 17701Office #7: 160 Nina Dr, Selinsgrove, PA 17870Office #8: 1705 N Atherton St, State College, PA 16803June 9, 2021 - October 25, 2022
LPL FINANCIAL LLC
June 9, 2021 - October 25, 2022
LPL FINANCIAL LLC
April 7, 2017 - June 9, 2021
M&T SECURITIES, INC.
September 11, 2006 - June 9, 2021
M&T SECURITIES, INC.
October 3, 2005 - August 31, 2006
INVEST FINANCIAL CORPORATION
August 21, 2003 - September 26, 2005
CITIZENS SECURITIES, INC.
August 20, 2003 - September 26, 2005
CITIZENS SECURITIES, INC.
November 27, 2001 - August 15, 2003
M&T SECURITIES, INC.
October 8, 1999 - November 13, 2001
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
