Anthony M. Bettencourt
Professional summary
Anthony Michael Bettencourt, who also goes by Anthony Bettencourt, is a registered financial advisor currently at WOLF & RAVEN PRIVATE WEALTH located in Aurora, Colorado.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Anthony has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Michael Bettencourt's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 27, 2024 - Present
WOLF & RAVEN PRIVATE WEALTH
September 28, 2018 - June 20, 2024
CHARLES SCHWAB & CO., INC.
May 2, 2018 - June 20, 2024
CHARLES SCHWAB & CO., INC.
August 30, 2017 - March 8, 2018
SCOTTRADE, 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
(11/27/2024)
Exams
Current Firm
WOLF & RAVEN PRIVATE WEALTH
CRD#: 333701 / SEC#:
Contact information
Red Flags
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