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Anthony R Colancecco Jr.

Anthony R. Colancecco

BCA PRIVATE WEALTH
Greenville, SC 29607
Some features on this profile are disabled
CRD#: 6247436
Anthony R Colancecco Jr.

Professional summary

Anthony R Colancecco Jr., CFP®, who also goes by Anthony Robert Colancecco Jr, Anthony R Colancecco, is a registered financial advisor currently at BCA PRIVATE WEALTH, INC. located in Greenville, South Carolina and DISCIPLINE WEALTH SOLUTIONS, INC. located in Greenville, South Carolina.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Anthony has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anthony Robert Colancecco Jr | Anthony R Colancecco

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) - RIA

Click below to view Anthony R Colancecco Jr.'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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

October 24, 2019 - Present

BCA PRIVATE WEALTH, INC.

Office #1: 15 Halton Green Way, Greenville, SC 29607
RIA
CRD#: 140913
Greenville, SC
Current

December 6, 2023 - Present

DISCIPLINE WEALTH SOLUTIONS, INC.

Office #1: 15 Halton Green Way, Greenville, SC 29607
RIA
CRD#: 315846
Greenville, SC
Past

March 12, 2021 - November 17, 2021

TRIAD ADVISORS LLC

BD
CRD#: 25803
GREENVILLE, SC
Past

October 6, 2016 - April 5, 2017

APEXIUM FINANCIAL LP

RIA
CRD#: 283726
Philadelphia, PA
Past

September 6, 2013 - October 15, 2019

EFFICIENT ADVISORS

RIA
CRD#: 150144
PHILADELPHIA, 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".
DW
DISCIPLINE WEALTH SOLUTIONS, INC.
AR 21 INVESTMENT ADVISORY SERVICE | WISER FINANCIAL COACHING, LLC | V8 WEALTH | V8 INVESTMENT ADVISORS | THE STAHLNECKER GROUP LLC | PETRY FINANCIAL SERVICES | JOSYLN FINANCIAL SERIVICES | FOREVER YOUNG FINANCIAL | FINANCIAL WINGS, LLC | FIGTREE FINANCIAL SERVICES, LLC | DISCIPLINE WEALTH SOLUTIONS, INC. | CUCHETTI FINANCIAL PARTNERS LLC | BYRD ASSET MANAGEMENT, LLC

CRD#: 315846 / SEC#: 801-122049

RIA
Registered Investment Advisory firm - (8/10/2021 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
North Carolina
(10/24/2019)
IAR
South Carolina
(10/24/2019)
IAR
Texas
(2/15/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 4/17/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/24/2013
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/23/2021
Securities Industry Essentials Examination

Current Firm

DW
DISCIPLINE WEALTH SOLUTIONS, INC.
AR 21 INVESTMENT ADVISORY SERVICE | WISER FINANCIAL COACHING, LLC | V8 WEALTH | V8 INVESTMENT ADVISORS | THE STAHLNECKER GROUP LLC | PETRY FINANCIAL SERVICES | JOSYLN FINANCIAL SERIVICES | FOREVER YOUNG FINANCIAL | FINANCIAL WINGS, LLC | FIGTREE FINANCIAL SERVICES, LLC | DISCIPLINE WEALTH SOLUTIONS, INC. | CUCHETTI FINANCIAL PARTNERS LLC | BYRD ASSET MANAGEMENT, LLC

CRD#: 315846 / SEC#: 801-122049

RIA
Registered Investment Advisory firm - (8/10/2021 Approved)
PREMIUM
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Contact information

Main Address
15 Halton Green Way, Greenville, SC 29607
Mailing Address
Phone number
(864) 322-6046
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (41 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

DISCIPLINE WEALTH SOLUTIONS (2/19/2026)

Regulatory assets under management

Total Number of Accounts1,900
AUM (Assets Under Management)$ 746,683,310

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

DISCIPLINE WEALTH SOLUTIONS, INC.

CRD#: 315846Greenville, SC 29607

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