Anthony M. Scalfaro

Employer firm

Cbiz Investment Advisory Services, LLC CRD 286002

$12.8B regulatory AUM 768 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 11/2009 → 12/2017
  New York Life Insurance Company
  Horsham, PA
• 11/2009 → 12/2017
  Nylife Securities Llc
  Horsham, PA
• 10/2018 → 01/2019
  Lincoln Investment Planning, Llc
  Fort Washington, PA
• 01/2018 → 10/2018
  Prudential Insurance Company
  Dresher, PA
• 01/2019 → 08/2020
  Mutual Of America Life Insurance Company
  Blue Bell, PA
• 01/2019 → 08/2020
  Mutual Of America Securities Llc
  Blue Bell, PA
• 08/2020 → Present
  Cbiz
  Cleveland, OH

Previous Registrations

• 2018-11-29 → 2019-01-09
  Lincoln Investment
  Marlton, NJ

Other Businesses

Anthony is part owner of a rental property group- Scalfaro & associates, LLC-9315 Atlantic Avenue #35 Margate City, NJ 08402. He is responsible for the record keeping and finances on the properties plus occasional maintenance. This involves 3-4 hours a month only 1 of which occurs during trading hours. He receives compensation based on the rental properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-14
• S63 Uniform Securities Agent State Law Examination
  2008-12-09

Other Names

• Anthony M. Scalfaro
• Anthony M Scalfaro