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TA

Thomas W. Anzivino

LONGITUDE FINANCIAL PLANNING
Austin, TX
Some features on this profile are disabled
CRD#: 7213162
TA

Professional summary

Thomas William Anzivino, who also goes by Thomas W Anzivino, Thomas Anzivino III, Thomas Anzivino, Thomas Anzy, is a registered financial advisor currently at LONGITUDE FINANCIAL PLANNING located in Austin, Texas.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Thomas has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Thomas W Anzivino | Thomas Anzivino Iii | Thomas Anzivino | Thomas Anzy

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 Thomas William Anzivino'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®
None

Experience

Current

April 26, 2024 - Present

LONGITUDE FINANCIAL PLANNING

RIA
CRD#: 330023
Austin, TX
Past

April 24, 2023 - October 31, 2023

OSAIC WEALTH, INC.

RIA
CRD#: 23131
AUSTIN, TX
Past

April 24, 2023 - October 31, 2023

OSAIC WEALTH, INC.

BD
CRD#: 23131
AUSTIN, TX
Past

January 3, 2022 - April 21, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
AUSTIN, TX
Past

October 25, 2021 - April 21, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
AUSTIN, TX

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
Texas
(4/26/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/25/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/23/2021
Securities Industry Essentials Examination

Current Firm

LF
LONGITUDE FINANCIAL PLANNING
LONGITUDE FINANCIAL PLANNING | LONGITUDE FINANCIAL PLANNING, LLC

CRD#: 330023 / SEC#:

Texas
Registered Investment Advisory firm - (4/26/2024 Approved)
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Contact information

Main Address
Austin, TX
Mailing Address
Phone number
(512) 200-4113
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts6
AUM (Assets Under Management)$ 77,705

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

LONGITUDE FINANCIAL PLANNING

CRD#: 330023Austin, TX

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