Anthony R. Parenti

PARENTI WEALTH MANAGEMENT

Bethlehem, PA

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CRD#: 5019499

Professional summary

Anthony Robert Parenti is a registered financial advisor currently at PARENTI WEALTH MANAGEMENT located in Bethlehem, Pennsylvania.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Anthony has worked at 3 firms and has passed the Series 63 and Series 6 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.

PARENTI CONSULTING DBA APEX ACCOUNTING ,TAX AND INSURANCE AGENCY; INVESTMENT RELATED; 3590 Route 378, Bethlehem, PA, 18015; CPA & INSURANCE AGENT; OWNER/SOLE PROPRIETOR; START DATE 02/1994; 140 HOURS PER MONTH; 140 HOURS PER MONTH DURING TRADING; CPA & INSURANCE SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Robert Parenti'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

July 27, 2012 - Present

PARENTI WEALTH MANAGEMENT

RIA

CRD#: 164261

Bethlehem, PA

Past

October 30, 2009 - November 13, 2009

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

PHILADELPHIA, PA

Past

October 20, 2008 - November 13, 2009

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

PHILADELPHIA, PA

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

Pennsylvania
(7/27/2012)

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: 10/24/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/18/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PARENTI WEALTH MANAGEMENT

PARENTI CONSULTING | PARENTI, ANTHONY ROBERT | PARENTI WEALTH MANAGEMENT

CRD#: 164261 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (7/25/2012 Approved)

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Contact information

Main Address

Philadelphia, PA

Mailing Address

Phone number

(215) 336-8751

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Anthony R. Parenti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Robert Parenti's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARENTI WEALTH MANAGEMENT

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/24/2008

Series 6

Date: 10/18/2008

Current Firm

PARENTI WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

PARENTI WEALTH MANAGEMENT

TRUST BUT VERIFY

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