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AS

Anthony M. Scalfaro

CBIZ INVESTMENT ADVISORY SERVICES
West Conshohocken, PA 19428
Some features on this profile are disabled
CRD#: 5551088
AS

Professional summary

Anthony M. Scalfaro III, who also goes by Anthony M Scalfaro, is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in West Conshohocken, Pennsylvania and CBIZ FINANCIAL SOLUTIONS, INC. located in West Conshohocken, Pennsylvania.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Anthony has worked at 7 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anthony M Scalfaro

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.
Anthony is part owner of a rental property group- Scalfaro & associates, LLC-9315 Atlantic Avenue #35 Margate City, NJ 08402. He is responsible for the record keeping and finances on the properties plus occasional maintenance. This involves 3-4 hours a month only 1 of which occurs during trading hours. He receives compensation based on the rental properties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony M. Scalfaro III'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®
None

Experience

Current

August 19, 2020 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 1001 Conshohocken State Road, Ste 2-600, West Conshohocken, PA 19428
RIA
CRD#: 286002
West Conshohocken, PA
Current

September 27, 2024 - Present

CBIZ FINANCIAL SOLUTIONS, INC.

Office #1: 1001 Conshohocken State Road Suite 2-600, West Conshohocken, PA 19428
RIA
BD
CRD#: 16678
WEST CONSHOHOCKEN, PA
Past

January 16, 2019 - August 31, 2020

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
BLUE BELL, PA
Past

January 16, 2019 - August 31, 2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
BLUE BELL, PA
Past

November 29, 2018 - January 9, 2019

LINCOLN INVESTMENT

RIA
CRD#: 519
MARLTON, NJ
Past

October 12, 2018 - January 9, 2019

LINCOLN INVESTMENT

BD
CRD#: 519
MARLTON, NJ
Past

November 24, 2009 - January 5, 2018

NYLIFE SECURITIES LLC

BD
CRD#: 5167
Jenkintown, PA
Past

October 22, 2008 - November 3, 2009

SECURITIES AMERICA, INC.

BD
CRD#: 10205
FORT WASHINGTON, PA

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
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA
Registered Investment Advisory firm - (2/8/2017 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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(8/19/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/14/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/9/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/27/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/5/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/21/2008
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA
Registered Investment Advisory firm - (2/8/2017 Approved)
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Contact information

Main Address
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131
Mailing Address
Phone number
(216) 447-9000
Established
Firm type
Fiscal year end
# of Employees
86

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CBIZ IAS BROCHURE NO WRAP (3/27/2025)
THE CBIZ INR WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts2,658
AUM (Assets Under Management)$ 10,491,932,749

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.

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CRD#: 286002West Conshohocken, PA 19428

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