AC
Antonio F. Cibella
FINANCIAL MANAGEMENT STRATEGIES
Broadview Hts., OH 44147
Some features on this profile are disabled
CRD#: 5824718
AC
Professional summary
Antonio F Cibella, who also goes by Antonio Cibella, is a registered financial advisor currently at FINANCIAL MANAGEMENT STRATEGIES, INC. located in Broadview Hts., Ohio and CETERA INVESTMENT ADVISERS LLC located in Broadview Heights, Ohio.
Antonio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Antonio has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Antonio Cibella
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) NAME OF OTHER BUSINESS: FINANCIAL MANAGEMENT STRATEGIES, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 11/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE (3) NAME OF OTHER BUSINESS: VISION WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 05/2021 POSITION/TITLE/RELATIONSHIP: 5/1/2021 APX NUMBER OF HOURS PER WEEK: 30 ; APX NUMBER OF HOURS DURING TRADING HOURS: 30 ; BRIEF DESCRIPTION OF DUTIES: INSURANCE AND SECURITIES SALES AND SERVICE ; (4) NAME OF OTHER BUSINESS: ANTONIO CIBELLA YOUTUBE CHANNEL , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ONLINE VIDEOS, START DATE: 04/2023, POSITION/TITLE/RELATIONSHIP: HOST, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: 3, BRIEF DESCRIPTION OF DUTIES: POST VIDEOS ON YOU TUBE PROVIDING FINANCIAL INSIGHTS AND EDUCATION;
CRS (Client Relationship Summary) - RIA
Click below to view Antonio F Cibella'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
May 14, 2021 - Present
FINANCIAL MANAGEMENT STRATEGIES, INC.
Office #1: 9200 South Hills Blvd. Suite 310, Broadview Hts., OH 44147RIA
CRD#: 120818
Broadview Hts., OH
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 9200 South Hills Blvd Ste 310, Broadview Heights, OH 44147RIA
CRD#: 105644
BROADVIEW HEIGHTS, OH
Current
November 29, 2019 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 9200 South Hills Blvd Ste 310, Broadview Heights, OH 44147BD
CRD#: 13572
Broadview Heights, OH
Past
December 6, 2019 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
CLEVELAND, OH
Past
December 3, 2019 - October 1, 2020
FINANCIAL MANAGEMENT STRATEGIES, INC.
RIA
CRD#: 120818
CLEVELAND, OH
Past
February 11, 2014 - November 18, 2019
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
INDEPENDENCE, OH
Past
February 11, 2014 - November 18, 2019
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
INDEPENDENCE, OH
Past
October 15, 2013 - February 12, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
YOUNGSTOWN, OH
Past
October 14, 2013 - February 12, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
YOUNGSTOWN, OH
Past
August 29, 2011 - October 1, 2013
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
LAKEWOOD, OH
Past
August 29, 2011 - October 1, 2013
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
LAKEWOOD, OH
Past
September 27, 2010 - August 12, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HUDSON, OH
Past
September 2, 2010 - August 12, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HUDSON, OH
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
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
Arizona(4/18/2025)
RR
California(8/9/2021)
RR
Florida(1/21/2021)
RR
Georgia(8/26/2024)
RR
Maryland(12/18/2019)
RR
Massachusetts(3/13/2025)
RR
Michigan(2/26/2025)
RR
Missouri(6/30/2025)
RR
Montana(1/14/2025)
RR
New Jersey(8/19/2025)
RR
New York(2/9/2022)
RR
North Carolina(4/28/2025)
RR
Ohio(12/1/2019)
IAR
Ohio(5/14/2021)
RR
Texas(11/4/2024)
IAR
Texas(11/4/2024)
IAR
Texas(6/2/2025)
RR
Virginia(2/9/2022)
RR
West Virginia(5/22/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
