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AP

Anthony Pierluisi

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CRD#: 5749997
AP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Anthony Pierluisi was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 2010. Anthony had worked at 1 firm and has passed the Series 66 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 22, 2010 - August 28, 2014

SELECT ADVISORY GROUP INC

RIA
CRD#: 150129
SAN JUAN, PR

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/27/2010
Uniform Combined State Law Examination

Current Firm


SA
SELECT ADVISORY GROUP INC
SELECT ADVISORY GROUP INC | SELECT INVESTMENTS ADVISORY GROUP INC. | SELECT INVESTMENT ADVISORY GROUP INC. | SELECT ADVISORY GROUP, INC.

CRD#: 150129 / SEC#:

Puerto Rico
Registered Investment Advisory firm - (1/2/2018 Approved)
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Contact information


Main Address
322 De Diego Ave. Suite 202, San Juan, PR 00920
Mailing Address
1353 Ave Luis Vigoreaux Pmb 368, Guaynabo, PR 00966
Phone number
(787) 969-3939
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts50
AUM (Assets Under Management)$ 80,920,000

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


SELECT ADVISORY GROUP INC

CRD#: 150129

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