Anthony Salvi
STRATEGIC ADVISERS LLC | Financial Consultant I
JERSEY CITY, NJ
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CRD#: 6374213
Professional summary
Anthony Salvi, who also goes by Anthony Joseph Salvi, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Jersey City, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Anthony has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
As a financial consultant, I take a holistic view at my clients financial well being through a thorough analysis. From there, I partner with my clients and a team of specialists to determine which products and strategies would give them a better probability of success in obtaining financial freedom.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anthony Joseph Salvi
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.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Salvi'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®
NoneEducation
Marist College
Bachelor of Business Administration - Finance
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2070 Broadway, New York, NY 10023RIA
CRD#: 104555
JERSEY CITY, NJ
Current
December 22, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2070 Broadway, New York, NY 10023BD
CRD#: 7784
New York, NY
Past
January 10, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
December 12, 2017 - November 30, 2021
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
NEW YORK, NY
Past
December 12, 2017 - November 30, 2021
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
October 13, 2016 - November 29, 2017
CAPITAL ONE ADVISORS, LLC
RIA
CRD#: 136865
Flushing, NY
Past
August 2, 2016 - November 29, 2017
CAPITAL ONE INVESTING, LLC
BD
CRD#: 45744
COLLEGE POINT, NY
Past
January 2, 2015 - July 12, 2016
WORDEN CAPITAL MANAGEMENT LLC
BD
CRD#: 148366
Rockville Ctre., NY
Past
September 5, 2014 - November 25, 2014
J.D. NICHOLAS & ASSOCIATES, INC.
BD
CRD#: 44791
SYOSSET, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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(4/18/2024)
RR
California(9/9/2022)
RR
Colorado(3/25/2023)
RR
Connecticut(12/22/2021)
RR
District of Columbia(12/22/2021)
RR
Florida(12/22/2021)
RR
Georgia(12/22/2021)
RR
Hawaii(3/1/2024)
RR
Illinois(1/9/2023)
RR
Kentucky(3/25/2023)
RR
Maine(12/22/2021)
RR
Maryland(12/22/2021)
RR
Massachusetts(12/22/2021)
RR
New Hampshire(12/22/2021)
RR
New Jersey(12/22/2021)
IAR
New Jersey(3/31/2025)
RR
New York(12/22/2021)
IAR
New York(3/31/2025)
RR
North Carolina(12/22/2021)
RR
North Dakota(7/19/2024)
RR
Pennsylvania(12/22/2021)
RR
Rhode Island(12/22/2021)
RR
South Carolina(12/22/2021)
RR
Texas(1/10/2023)
IAR
Texas(3/31/2025)
RR
Utah(12/22/2021)
RR
Vermont(3/1/2024)
RR
Virginia(12/22/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial Consultant ICRD#: 104555Jersey City, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
