Anthony R Colancecco

Current Employers

Employment History

• 01/2017 → 10/2019
  Efficient Advisors, Llc
  Philadelphia, PA
• 10/2016 → 04/2017
  Apexium Financial Lp
  Philadelphia, PA
• 10/2019 → Present
  Bca Private Wealth, Inc.
  Greenville, SC
• 09/2019 → 11/2021
  Triad Advisors
  Norcross, GA

Previous Registrations

• 2013-09-06 → 2019-10-15
  Efficient Advisors
  Mason, OH
• 2016-10-06 → 2017-04-05
  Apexium Financial Lp
  Philadelphia, PA

Other Businesses

1)2 AB Holdings LLC;not investment related;15 Halton Green Way,Greenville,SC 29607;real estate;member;11/2020;.5 hrs/month;less than .5 hrs during trading;own office building and lease space 2)Ballentine Capital Management;15 Halton Green Way,Greenville,SC;insurance company;COO;10/2019;160 hrs/month;6.5 hrs during trading;COO 3) Discipline Management Partners; President; Investment Related; Greenville, SC; Entity owns both Discipline Wealth Solutions and Discipline Assured Solutions; This is only a holding company for the other entities; less than 10 hours per month 4)Fiduciary Services Group;1801 Market Street,Suite 1000,Philadelphia,PA;holding company for PCS Retirement,Efficient Advisors & Advisor Lab;none;7/2018;0 hrs/month;0 hrs during trading;no duties 5)Connected by Community podcast brought to you by Ballentine Capital Advisors;investment related;15 Halton Green Way,Greenville,SC 29607;podcast designed to connect with the community;speaker;6/1/2021;2 hrs/month;20 mins during trading;host on the podcast 6)AXOS ADVISOR SERVICES; NON- INVESTMENT-RELATED; CENTENNIAL, CO; PANELLIST; SINCE JANUARY 2024; APPROXIMATELY 1.5 HRS/MO DURING TRADING HOURS; AN ADVISOR PANEL THAT FOSTERS COLLABORATION WITH INDUSTRY LEADERS. 7) Discipline Assured Solutions; COO; Investment Related; Greenville, SC; Insurance Sales; Insurance licensed sales; up to 10 hours per week during trading hours 8) Purpose Management Group; COO; Not investment related; Greenville, SC; technology holding company that owns Bucketwise and AdvisorMetric which specialized in tech and related advisor services to investment advisor firms; up to 10 hours per week during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-04-17
• S65 Uniform Investment Adviser Law Examination
  2013-08-24

Designations

Other Names

• Anthony Robert Colancecco
• Anthony R Colancecco