AC
Anthony M. Conte
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
CAMP HILL, PA 17011
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CRD#: 4838675
AC
Professional summary
Anthony Matthew Conte, CFP® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Camp Hill, Pennsylvania and THEGRID LLC located in Camp Hill, Pennsylvania.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Anthony has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) CONTE WEALTH ADVISOR LLC, 2009 MARKET ST CAMP HILL PA, 08/2004, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 28 HR/MO 6 HR/MO TRADING 2) 2017 MARKET STREET LLC, 2017 MARKET STREET CAMP HILL PA, 10/2018, OWNER, RENTAL COMMERCIAL SPACE, NIR, 4 HR/MO 0 HR/MO TRADING 3) CONTE WEALTH ADVISORS LLC, 2009 MARKET STREET CAMP HILL PA, 07/2012, MANAGING PARTNER, DBA, INV REL, 240 HR/MO 160 HR/MO TRADING 4) CONTE WEALTH ADVISORS FLORIDA LLC, 8260 COLLEGE PARKWAY SUITE 203 FORT MYERS FL, 10/2013, MANAGING PARTNER, DBA, INV REL, 80 HR/MO 80 HR/MO TRADING 5) THE ESTATE PLANNING COUNCIL OF CENTRAL PENNSYLVANIA, 1131 SANDPIPER CT MECHANICSBURG PA, 04/2015, BOARD MEMBER, NON PROFIT, NIR, 4 HR/MO 4 HR/MO TRADING 6) WITF, 4801 LINDLE RD HARRISBURG PA, 04/2015, BOARD MEMBER, NON PROFIT, NIR, 4 HR/MO 4 HR/MO TRADING 7) PATRIOT NEWS/CENTRAL PENN BUSINESS JOURNAL, 2009 MARKET ST CAMP HILL PA, 01/2013, COLUMNIST, NIR, 4 HR/MO 0 HR/MO TRADING 8) THE INDEPENDENT GRID, 2009 MARKET ST CAMP HILL PA, 05/2016, CEO, RECRUITING, INV REL, 40 HR/MO 40 HR/MO TRADING 9) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 08/2009, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 10) DOWNTOWN CAMP HILL ASSOCIATION, 2145 WALNUT ST CAMP HILL PA, 10/2018, BOARD MEMBER, NIR, 12 HR/MO 0 HR/MO TRADING 11) WHITAKER CENTER BOARD POSITION, 222 MARKET ST HARRISBURG PA, 05/2024, BOARD MEMBER, NIR, 3 HR/MO 0 HR/MO TRADING 12) ACPWA LLC, 2009 MARKET STREET CAMP HILL PA, 05/2024, PRESIDENT, RIA, NIR, 2 HR/MO 2 HR/MO TRADING 13) CENTRAL PENN WEALTH ADVISORS, 2009 MARKET STREET CAMP HILL PA, 07/2024, PRESIDENT, DBA, INV REL, 40 HR/MO 10 HR/MO TRADING 14) MSCH HOLDINGS, LLC, 2101 Market Street, Camp Hill PA 17011, United States, 11/15/2024, Owner, Real Estate, NIR, 1/MO - 0/Trading 15) CWA CHARITABLE TRUST, Camp Hill PA 17011, United States, 07/2025, PRESIDENT, CHARITABLE, NIR, 2 HR/MO - 1 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Matthew Conte'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®
Experience
Current
August 7, 2009 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 2009 Market St. Ste A, Camp Hill, PA 17011Office #2: 2740 Oak Ridge Ct. Unit 304, Fort Myers, FL 33901RIA
CRD#: 134139
CAMP HILL, PA
Current
October 4, 2023 - Present
THEGRID LLC
Office #1: 2009 Market St. Ste A, Camp Hill, PA 17011RIA
CRD#: 325618
Camp Hill, PA
Current
August 7, 2009 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 2009 Market St, Camp Hill, PA 17011Office #2: 2740 Oak Ridge Ct. Unit 304, Fort Myers, FL 33901BD
CRD#: 39543
Camp Hill, PA
Past
August 24, 2006 - December 31, 2009
THE CONTE-BROWNE GROUP, LLC
RIA
CRD#: 141252
CAMP HILL, PA
Past
November 18, 2005 - September 13, 2006
MUTUAL SERVICE CORPORATION
RIA
CRD#: 4806
CAMP HILL, PA
Past
November 18, 2005 - August 7, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
CAMP HILL, PA
Past
April 25, 2005 - November 21, 2005
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
CAMP HILL, PA
Past
August 19, 2004 - November 21, 2005
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)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.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(8/24/2015)
RR
Alaska(5/3/2023)
RR
Arizona(8/24/2015)
RR
Arkansas(3/27/2018)
RR
California(8/24/2015)
RR
Colorado(8/24/2015)
RR
Connecticut(11/3/2015)
RR
Delaware(8/7/2009)
RR
District of Columbia(9/30/2013)
RR
Florida(6/18/2010)
IAR
Florida(3/18/2013)
RR
Georgia(8/24/2015)
RR
Hawaii(8/24/2015)
RR
Illinois(3/17/2022)
RR
Indiana(1/2/2019)
RR
Kentucky(1/2/2024)
RR
Louisiana(5/25/2023)
RR
Maine(8/2/2019)
RR
Maryland(8/24/2015)
RR
Massachusetts(8/24/2015)
RR
Michigan(8/24/2015)
RR
Minnesota(1/2/2019)
RR
Mississippi(8/24/2015)
RR
Missouri(7/31/2015)
RR
Nevada(1/3/2017)
RR
New Hampshire(6/14/2013)
RR
New Jersey(6/13/2013)
RR
New Mexico(8/24/2015)
RR
New York(6/8/2012)
RR
North Carolina(10/13/2016)
RR
Ohio(8/24/2015)
RR
Oregon(1/3/2023)
RR
Pennsylvania(8/7/2009)
IAR
Pennsylvania(8/7/2009)
RR
Puerto Rico(1/2/2025)
IAR
Puerto Rico(1/2/2025)
RR
Rhode Island(5/3/2023)
RR
South Carolina(1/11/2011)
RR
Tennessee(1/22/2018)
RR
Texas(6/20/2011)
IAR
Texas(1/4/2016)
RR
Utah(8/24/2015)
RR
Vermont(6/3/2022)
RR
Virginia(1/11/2011)
RR
Washington(8/24/2015)
RR
West Virginia(11/3/2015)
RR
Wisconsin(9/2/2015)
RR
Wyoming(8/16/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
