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Anthony Ralph Cottone

Waverly Advisors, LLC

Malvern, PA

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-05
  • PA RA
    APPROVED
    Since 2025-12-05

Branch Locations

18 Church Road, Malvern, PA 19355 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • 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
Meridian Capital Partners, Inc. Albany NY 11/1998 12/2018
Cottone Capital, Llc Wayne PA 07/2018 06/2021
Forefront Wealth Management Malvern PA 11/2020 03/2026
Waverly Advisors, Llc Birmingham AL 12/2025 Present
  • 11/1998 → 12/2018
    Meridian Capital Partners, Inc.
    Albany, NY
  • 07/2018 → 06/2021
    Cottone Capital, Llc
    Wayne, PA
  • 11/2020 → 03/2026
    Forefront Wealth Management
    Malvern, PA
  • 12/2025 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2020-12-01 → 2026-03-16
    Forefront Wealth Management
    Malvern, PA
  • 2018-10-19 → 2021-06-01
    Cottone Capital, Llc
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-15
S63 Uniform Securities Agent State Law Examination 1979-09-10
  • S65 Uniform Investment Adviser Law Examination
    2018-10-15
  • S63 Uniform Securities Agent State Law Examination
    1979-09-10
Other Names
  • Anthony R Cottone

View on SEC IAPD

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