Anthony Lefemine

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-12-23
RI	RA	APPROVED	2025-12-18
TX	RA	APPROVED	2025-12-18

Branch Locations

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

Organization	City	State	From	To
The Home Depot	Hadley	MA	01/2019	08/2019
Westfield Electroplating Company	Westfield	MA	08/2019	05/2021
American Income Life	Westfield	MA	11/2018	01/2019
Climate Engineering Companies	Springfield	MA	05/2021	05/2024
Putnam Hill Partners Dba Everline Worcester/Providence	Sutton	MA	04/2024	08/2025
Fidelity Investments	Smithfield	RI	08/2025	Present
U-Haul International	Chicopee	MA	07/2011	11/2018

01/2019 → 08/2019

The Home Depot

Hadley, MA
08/2019 → 05/2021

Westfield Electroplating Company

Westfield, MA
11/2018 → 01/2019

American Income Life

Westfield, MA
05/2021 → 05/2024

Climate Engineering Companies

Springfield, MA
04/2024 → 08/2025

Putnam Hill Partners Dba Everline Worcester/Providence

Sutton, MA
08/2025 → Present

Fidelity Investments

Smithfield, RI
07/2011 → 11/2018

U-Haul International

Chicopee, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-05