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Anthony P Lupo

Tilson Financial Group Inc

New Providence, NJ

CRD 5857657

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Employer firm

Tilson Financial Group Inc CRD 110890

$751M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Tilson Financial Group Inc

98 Floral Avenue Suite 103, New Providence, NJ 07974 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-02-28
  • NJ RA
    APPROVED
    Since 2022-02-28

Branch Locations

98 Floral Avenue Suite 103, New Providence, NJ 07974 • 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
The Tilson Financial Group New Providence NJ 09/2010 Present
  • 09/2010 → Present
    The Tilson Financial Group
    New Providence, NJ
Designations
  • Certified Financial Planner

View on SEC IAPD

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