Anthony D. Bagneschi

MDRN CAPITAL

Lansing, MI

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CRD#: 4487939

Professional summary

Anthony Dean Bagneschi, CFP®, who also goes by Anthony D Bagneschi, Anthony Dean Bagneschi, Tony Bagneschi, Anthony D Bagnieski, Anthony Bagnieski, Tony Bagnieski, Anthony D. Bagneschi, Anthony Bagneschi, is a registered financial advisor currently at MDRN CAPITAL located in Lansing, Michigan.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Anthony has worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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. MDRN Insurance, LLC; Insurance Agent; same address; Non-Investment Related; Appx 10% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Dean Bagneschi'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

December 2, 2024 - Present

MDRN CAPITAL

RIA

CRD#: 325950

Lansing, MI

Past

January 12, 2022 - May 29, 2024

CG ADVISORY SERVICES

RIA

CRD#: 110929

Williamston, MI

Past

December 3, 2018 - January 3, 2022

SPC

RIA

CRD#: 110692

East Lansing, MI

Past

December 3, 2018 - January 3, 2022

PARKLAND SECURITIES, LLC

CRD#: 115368

East Lansing, MI

Past

May 8, 2018 - November 7, 2018

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

Grandville, MI

Past

April 25, 2018 - November 7, 2018

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

Grandville, MI

Past

January 28, 2015 - February 28, 2018

EPI FINANCIAL GROUP

RIA

CRD#: 174160

Troy, MI

Past

July 14, 2014 - January 20, 2015

EPI ADVISORS LLC

RIA

CRD#: 156323

SOUTHFIELD, MI

Past

October 11, 2013 - April 4, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

GRAND RAPIDS, MI

Past

May 6, 2013 - August 9, 2013

FB EQUITY SALES CORPORATION OF MICHIGAN

CRD#: 39337

LANSING, MI

Past

November 17, 2011 - July 16, 2012

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

BRIGHTON, MI

Past

January 9, 2002 - July 22, 2005

HANTZ FINANCIAL SERVICES, INC.

CRD#: 46047

SOUTHFIELD, MI

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".

MDRN CAPITAL

MDRN CAPITAL | MDRN CAPITAL, LLC

CRD#: 325950 / SEC#: 801-130784

RIA

Registered Investment Advisory firm - (7/29/2024 Approved)

Florida

Registered Investment Advisory firm - (8/21/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (9/17/2024 Terminated)

Maryland

Registered Investment Advisory firm - (8/26/2024 Terminated)

Michigan

Registered Investment Advisory firm - (8/30/2024 Terminated)

Missouri

Registered Investment Advisory firm - (8/21/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (8/22/2024 Terminated)

Ohio

Registered Investment Advisory firm - (8/21/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/21/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/21/2024 Terminated)

Utah

Registered Investment Advisory firm - (8/21/2024 Terminated)

Virginia

Registered Investment Advisory firm - (8/24/2024 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

Michigan
(12/2/2024)

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

Series 63

Date: 5/4/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/7/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/10/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/25/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/16/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MDRN CAPITAL

MDRN CAPITAL | MDRN CAPITAL, LLC

CRD#: 325950 / SEC#: 801-130784

RIA

Registered Investment Advisory firm - (7/29/2024 Approved)

Florida

Registered Investment Advisory firm - (8/21/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (9/17/2024 Terminated)

Maryland

Registered Investment Advisory firm - (8/26/2024 Terminated)

Michigan

Registered Investment Advisory firm - (8/30/2024 Terminated)

Missouri

Registered Investment Advisory firm - (8/21/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (8/22/2024 Terminated)

Ohio

Registered Investment Advisory firm - (8/21/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/21/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/21/2024 Terminated)

Utah

Registered Investment Advisory firm - (8/21/2024 Terminated)

Virginia

Registered Investment Advisory firm - (8/24/2024 Terminated)

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Contact information

Main Address

1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401

Mailing Address

Phone number

(410) 533-9966

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (3/24/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 160,866,017

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

Anthony D. Bagneschi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Dean Bagneschi's CRS (Customer Relationship Summary).

Certified licenses

Experience

CG ADVISORY SERVICES

SPC

PARKLAND SECURITIES, LLC

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

EPI FINANCIAL GROUP

EPI ADVISORS LLC

J.P. MORGAN SECURITIES LLC

FB EQUITY SALES CORPORATION OF MICHIGAN

FARMERS FINANCIAL SOLUTIONS, LLC

HANTZ FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MDRN CAPITAL

State Registrations and Notice Filings

Exams

Series 63

Date: 5/4/2018

Series 65

Date: 7/7/2014

Series 7TO

Date: 2/10/2024

SIE

Date: 10/1/2018

Series 7

Date: 4/25/2018

Series 6

Date: 11/16/2011

Current Firm

MDRN CAPITAL

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MDRN CAPITAL

TRUST BUT VERIFY

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