Anthony L Panarello

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 06/2017 → 06/2019
  Foresters Financial Services
  New York, NY
• 09/2013 → 05/2017
  Monsignor Farrell High School
  Staten Island, NY
• 06/2018 → 06/2019
  Foresters Advisory Services
  New York, NY
• 06/2019 → 11/2022
  Cetera Investment Advisers Llc
  Iselin, NJ
• 06/2019 → 11/2022
  Cetera Investment Services Llc
  New York, NY
• 05/2023 → Present
  Morgan Stanley
  Fort Myers, FL
• 01/2023 → 05/2023
  Carrabba's Italian Grill
  Cape Coral, FL

Previous Registrations

• 2019-06-21 → 2022-11-04
  Cetera Investment Advisers Llc
  New York, NY
  Iselin, NJ
  New York, NY
• 2018-06-28 → 2019-06-21
  Foresters Advisory Services, Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-20
• S63 Uniform Securities Agent State Law Examination
  2017-09-21

Other Names

• Anthony Leslie Panarello