Best Investors Account Sign in

Anthony J Cifelli

Ameriprise Financial Services, LLC

Naples, FL

Red Bank, NJ

Marlton, NJ

Venice, FL

New Egypt, NJ

Claim This Profile
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-09
TX RA APPROVED_RES 2017-06-22
NJ RA APPROVED 2017-06-16
  • FL RA
    APPROVED
    Since 2024-12-09
  • TX RA
    APPROVED_RES
    Since 2017-06-22
  • NJ RA
    APPROVED
    Since 2017-06-16

Branch Locations

5811 Pelican Bay Blvd Ste 300, Naples, FL 34108 • United States

141 W Front St Ste 140, Red Bank, NJ 07701 • United States

50 Lake Center Executive Park 401 Route 73 N Ste 201, Marlton, NJ 08053-3425 • United States

Venice, FL • United States

New Egypt, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network Llc Red Bank NJ 05/2009 06/2017
Ameriprise Financial Services, Inc. Mount Laurel NJ 06/2017 03/2020
Ameriprise Financial Services, Llc Mount Laurel NJ 03/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-09-19
S63 Uniform Securities Agent State Law Examination 2000-09-07
  • S65 Uniform Investment Adviser Law Examination
    2000-09-19
  • S63 Uniform Securities Agent State Law Examination
    2000-09-07
Other Names
  • Anthony J Cifelli
  • Anthony James Cifelli
  • Anthony J Cifelli

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
NTV FRONTIER MANAGEMENT
NTV PROSPERITY MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor