Anthony Pisani

Employer firm

Stone Wall Money Management LLC CRD 331409

$8.81M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2015 → 09/2018
  Foresters Financial Services Inc
  North Haven, CT
• 09/2018 → 12/2019
  Key Investment Services Llc
  Manchester, CT
• 12/2019 → 03/2022
  Key Investment Services Llc
  Cohoes, NY
• 03/2022 → 11/2023
  Wells Fargo Clearing Services, Llc
  Greenwich, CT
• 01/2024 → 11/2024
  Aegis Wealth Management, Inc.
  Guthrie Center, IA
• 10/2023 → Present
  Strategies For Retirement, Llc
  Shelton, CT
• 11/2024 → Present
  Stone Wall Money Management Llc
  Shelton, CT

Previous Registrations

• 2024-01-31 → 2024-11-01
  Aegis Wealth Management, Inc.
  Shelton, CT
  Guthrie Center, IA
• 2023-02-03 → 2023-11-21
  Wells Fargo Clearing Services, Llc
  Melville, NY
  Wallingford, CT
  Prospect, CT

Other Businesses

1.) Strategies for Retirement, LLC Investment Related?: Yes Address of other business: Shelton, CT Nature of other business: Selling of Insurance and Annuities Your position: Insurance Agent Start Date: 10/2023; How many hours you devote to the other business per month: 80 How many hours you devote to the other business during securities trading hours: 80 Briefly describe your duties: Selling of insurance and annuities

Exams

• S66 Uniform Combined State Law Examination
  2023-02-03
• S63 Uniform Securities Agent State Law Examination
  2015-04-14

Other Names

• Anthony Salvatore Pisani