Anthony Joseph Devito
CFP®Professional Summary
Anthony Joseph Devito, CFP® is a registered financial advisor currently at ADV INVESTMENT MANAGEMENT located in New Rochelle, New York. Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Anthony has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Estate & Legacy Planning
Biography
Tony specializes in financial planning and investment management for professors and administrators in higher education. An educator and administrator at Fordham University for many years, Tony uses his experience with retirement plans to help his clients maximize those benefits.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ADV FINANCIAL PLANNING AND INVESTMENT MANAGEMENT | DEVITO,ANTHONY | DEVITO, ANTHONY JOSEPH | ADVFINANCIAL PLANNING AND INVESTMENT MANGEMENT | ADV INVESTMENT MANAGEMENT AND FINANCIAL PLANNING | ADV INVESTMENT MANAGEMENT
Contact Information
Main Address
New Rochelle, NYPhone Number
(914) 738-6313# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
22AUM (Assets Under Management)
$24,995,046Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/22/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Anthony Joseph Devito's CRS (Customer Relationship Summary).
Services Offered by Anthony
- Investment Management
- Financial Planning
- Retirement Planning
- Estate & Legacy Planning
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