Anthony M. Castelluccio
Professional summary
Anthony Michael Castelluccio, who also goes by Anthony Michael Castellucio, is a registered financial advisor currently at FIRST CLASS CAPITAL located in Liberty, Missouri.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Anthony has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Michael Castelluccio's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 8, 2024 - Present
FIRST CLASS CAPITAL
Office #1: 221 N Jefferson Ave, Liberty, MO 64068December 16, 2014 - December 31, 2019
FIRST CLASS CAPITAL
July 2, 2012 - August 1, 2014
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
July 2, 2012 - August 1, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.
May 6, 2011 - June 27, 2012
SECURIAN FINANCIAL SERVICES, INC.
November 5, 2010 - June 27, 2012
SECURIAN FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/8/2024)
Exams
Current Firm
FIRST CLASS CAPITAL
CRD#: 329109 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 10,000,000 |
Red Flags
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