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Anthony James Andolino

United Capital Financial Advisors

Santa Ana, CA

Newport Beach, CA

CRD 7585223

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Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

Santa Ana, CA • United States

620 Newport Center Drive Ste 550, Newport Beach, CA 92660 • 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
United Capital Financial Advisors, Llc Irving TX 07/2023 Present
University Of Arizona Tucson AZ 08/2019 05/2023
Sandra Day O'COnnor High School Phoenix AZ 08/2015 05/2019
  • 07/2023 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
  • 08/2019 → 05/2023
    University Of Arizona
    Tucson, AZ
  • 08/2015 → 05/2019
    Sandra Day O'COnnor High School
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-07
  • S66 Uniform Combined State Law Examination
    2023-10-07

View on SEC IAPD

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