Kenneth Cagnolatti

ANCHOR & OAK WEALTH ADVISORS

Los Angeles, CA

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CRD#: 7274678

Professional summary

Kenneth Cagnolatti is a registered financial advisor currently at ANCHOR & OAK WEALTH ADVISORS, LLC located in Los Angeles, California.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kenneth has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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 Kenneth Cagnolatti'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®

None

Experience

Current

July 22, 2026 - Present

ANCHOR & OAK WEALTH ADVISORS, LLC

RIA

CRD#: 342544

Los Angeles, CA

Past

August 2, 2024 - April 24, 2026

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BEVERLY HILLS, CA

Past

August 2, 2024 - April 24, 2026

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BEVERLY HILLS, CA

Past

January 30, 2023 - April 29, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

ST. LOUIS, MO

Past

January 30, 2023 - April 29, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

May 6, 2022 - April 29, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ST. LOUIS, MO

Past

February 11, 2022 - April 29, 2024

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

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

California
(7/22/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/6/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/11/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/5/2020

Securities Industry Essentials Examination

Current Firm

ANCHOR & OAK WEALTH ADVISORS, LLC

CRD#: 342544 / SEC#: 801-136471

RIA

Registered Investment Advisory firm - (6/12/2026 120-Day Approval)

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Contact information

Main Address

221 South Collier Blvd, Suite 202, Marco Island, FL 34145

Mailing Address

Phone number

(516) 662-2546

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANCHOR & OAK WEALTH ADVISORS, LLC (5/12/2026)

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.

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Kenneth Cagnolatti

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Cagnolatti's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANCHOR & OAK WEALTH ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/6/2022

Series 7TO

Date: 2/11/2022

SIE

Date: 11/5/2020

Current Firm

ANCHOR & OAK WEALTH ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ANCHOR & OAK WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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