AL
Anthony M. Landi
STERLING BRIDGE FINANCIAL GROUP LLC
Palm Harbor, FL 34684
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CRD#: 5303617
AL
Professional summary
Anthony Mario Landi is a registered financial advisor currently at STERLING BRIDGE FINANCIAL GROUP LLC located in Palm Harbor, Florida.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Anthony has worked at 1 firm and has passed the Series 65 exam.
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.
June 2014 - Present, Senior Benefit Resources, PLLC, 4761 U.S. Highway 19, New Port Richey, Florida 34652. Senior Benefit Resources is an investment-related business selling insurance products. Mr. Landi is the owner of the business and spends the majority of his work week serving the needs of his insurance clients. Name of outside business: Diana Landi Holdings Company; Is the business investment related: No; Location of the business: 32801 US HWY 19 N Suite 200 Palm Harbor Florida 34684 USA;Position Title: Title Manager;Start date with business: 2021-04-07;Hours per month devoted to business during trading hours: 1;Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No. Anthony Landi Inc;Is the business investment related: No; Location of the business: 3132 Sterling Street Tarpon Springs FL 34688 USA; Position Title: Office/Director; Start date with business: 2022-01-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No;
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Mario Landi'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®
NoneExperience
Current
July 24, 2019 - Present
STERLING BRIDGE FINANCIAL GROUP LLC
Office #1: 32801 Us Highway 19 N Suite 200, Palm Harbor, FL 34684RIA
CRD#: 304409
Palm Harbor, FL
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
Florida(7/24/2019)
IAR
Michigan(7/31/2024)
Current Firm
SB
STERLING BRIDGE FINANCIAL GROUP LLC
STERLING BRIDGE FINANCIAL GROUP LLC
CRD#: 304409 / SEC#:
Florida
Registered Investment Advisory firm - (7/24/2019 Approved)Michigan
Registered Investment Advisory firm - (7/29/2024 Approved)Texas
Registered Investment Advisory firm - (11/11/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
32801 Us Highway 19 N Suite 200, Palm Harbor, FL 34684
Mailing Address
Phone number
(727) 250-4130
Established
Firm type
Fiscal year end
# of Employees
8
Regulatory assets under management
| Total Number of Accounts | 639 |
| AUM (Assets Under Management) | $ 94,694,787 |
Red Flags
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Company Information
STERLING BRIDGE FINANCIAL GROUP LLC
CRD#: 304409Palm Harbor, FL 34684TRUST BUT VERIFY
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