Anthony R. Colancecco
BCA PRIVATE WEALTH
Greenville, SC 29607
Some features on this profile are disabled
CRD#: 6247436
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.
1)2 AB Holdings LLC;not investment related;15 Halton Green Way,Greenville,SC 29607;real estate;member;11/2020;.5 hrs/month;less than .5 hrs during trading;own office building and lease space 2)Ballentine Capital Management;15 Halton Green Way,Greenville,SC;insurance company;COO;10/2019;160 hrs/month;6.5 hrs during trading;COO 3)Fiduciary Services Group;1801 Market Street,Suite 1000,Philadelphia,PA;holding company for PCS Retirement,Efficient Advisors & Advisor Lab;none;7/2018;0 hrs/month;0 hrs during trading;no duties 4)Connected by Community podcast brought to you by Ballentine Capital Advisors;investment related;15 Halton Green Way,Greenville,SC 29607;podcast designed to connect with the community;speaker;6/1/2021;2 hrs/month;20 mins during trading;host on the podcast 5)AXOS ADVISOR SERVICES; NON- INVESTMENT-RELATED; CENTENNIAL, CO; PANELLIST; SINCE JANUARY 2024; APPROXIMATELY 1.5 HRS/MO DURING TRADING HOURS; AN ADVISOR PANEL THAT FOSTERS COLLABORATION WITH INDUSTRY LEADERS.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony R Colancecco Jr.'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®
CFP®
Start date: 2016
Experience
Current
October 24, 2019 - Present
BCA PRIVATE WEALTH, INC.
Office #1: 15 Halton Green Way, Greenville, SC 29607RIA
CRD#: 140913
Greenville, SC
Current
December 6, 2023 - Present
DISCIPLINE WEALTH SOLUTIONS, INC.
Office #1: 15 Halton Green Way, Greenville, SC 29607RIA
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
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
15
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,750 |
| AUM (Assets Under Management) | $ 316,318,696 |
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 29607TRUST BUT VERIFY
Monitor Anthony Colancecco
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
