Anthony Michael Donini

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1992 → 01/2024
  Anthony Donini Cpa Pa
  Sebastian, FL
• 06/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-03-18 → 2004-10-29
  Genworth Financial Planning Corporation
  Sebastian, FL

Other Businesses

1) NAME OF OTHER BUSINESS: MCHALE FAMILY LIMITED PARTNERSHIP; INVESTMENT RELATED: NO; ADDRESS: 185 PUTNAM PARK, GREENWICH, CT 06830; NATURE OF BUSINESS: FAMILY PARTNERSHIP; START DATE: 05/2000; POSITION/TITLE/RELATIONSHIP: REGISTERED AGENT APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MINIMAL/NONE; 2) NAME OF OTHER BUSINESS: DAVENPORT GLEN HOA; INVESTMENT RELATED: NO; ADDRESS: 2180 WEST SR 434, SUITE 5000, LONGWOOD, FL 32779; NATURE OF BUSINESS: BOARD; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND ANNUAL BOARD MEETING;

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-09-30