Anthony V. Lupoli

AVL ADVISORY LLC

DAYTONA BEACH, FL 32114

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CRD#: 7773036

Professional summary

Anthony Vincent Lupoli, CFP®, who also goes by Anthony Lupoli, is a registered financial advisor currently at AVL ADVISORY LLC located in Daytona Beach, Florida.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Anthony has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Lupoli

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 Anthony Vincent Lupoli'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^®

Certified Financial Planner

Start date: 2022

Experience

Current

August 21, 2025 - Present

AVL ADVISORY LLC

Office #1: 128 Orange Ave, Daytona Beach, FL 32114

RIA

CRD#: 337357

DAYTONA BEACH, FL

Past

August 1, 2023 - November 19, 2024

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Ormond Beach, FL

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

Florida
(8/21/2025)

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

Current Firm

AVL ADVISORY LLC

AVL ADVISORY LLC | AVL CPA FIRM LLC

CRD#: 337357 / SEC#:

Florida

Registered Investment Advisory firm - (8/21/2025 Approved)

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Contact information

Main Address

128 Orange Ave, Daytona Beach, FL 32114

Mailing Address

Phone number

(386) 334-9765

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Anthony V. Lupoli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Vincent Lupoli's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVL ADVISORY LLC

AVANTAX ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Current Firm

AVL ADVISORY LLC

Contact information

Documents

Red Flags

Company Information

AVL ADVISORY LLC

TRUST BUT VERIFY

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