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Anthony Gigliotti

Pinnacle Advisors

Columbus, OH

Mansfield, OH

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Current Employers
Pinnacle Advisors

6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-04-16
  • OH RA
    APPROVED
    Since 2026-04-16

Branch Locations

131 Dillmont Dr, Ste 101, Columbus, OH 43235 • United States

6 West 3Rd St. Ste 100, Mansfield, OH 44902 • 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
Jpmorgan Chase Bank, N.A. Estero FL 10/2015 11/2018
Jpmorgan Securities Llc Estero FL 10/2015 11/2018
Morgan Stanley Fort Myers FL 11/2018 08/2020
Morgan Stanley Private Bank, N.A. New York NY 11/2018 08/2020
Fidelity Investments Naples FL 08/2020 04/2023
Fifth Third Securities Naples FL 04/2023 04/2024
Fifth Third Bank Naples FL 04/2023 04/2024
J.P. Morgan Securities Llc Westerville OH 05/2024 03/2026
Jpmorgan Chase Bank, N.A. Westerville OH 05/2024 03/2026
Pinnacle Advisors Columbus OH 04/2026 Present
  • 10/2015 → 11/2018
    Jpmorgan Chase Bank, N.A.
    Estero, FL
  • 10/2015 → 11/2018
    Jpmorgan Securities Llc
    Estero, FL
  • 11/2018 → 08/2020
    Morgan Stanley
    Fort Myers, FL
  • 11/2018 → 08/2020
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2020 → 04/2023
    Fidelity Investments
    Naples, FL
  • 04/2023 → 04/2024
    Fifth Third Securities
    Naples, FL
  • 04/2023 → 04/2024
    Fifth Third Bank
    Naples, FL
  • 05/2024 → 03/2026
    J.P. Morgan Securities Llc
    Westerville, OH
  • 05/2024 → 03/2026
    Jpmorgan Chase Bank, N.A.
    Westerville, OH
  • 04/2026 → Present
    Pinnacle Advisors
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-24
S63 Uniform Securities Agent State Law Examination 2013-06-13
  • S66 Uniform Combined State Law Examination
    2015-08-24
  • S63 Uniform Securities Agent State Law Examination
    2013-06-13
Designations
Other Names
  • Anthony Gigliotti
  • Anthony Brian Gigliotti
  • Anthony B Gigliotti

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

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CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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