Anthony Louis Fontana

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2023 → 02/2024
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2013 → 02/2017
  Dynamo Geospatial Solutions, Llc
  Pittsburgh, PA
• 03/2017 → 03/2026
  Tony Fontana - Independent Agent
  Pittsburgh, PA
• 04/2023 → Present
  Fontana Financial Services, Llc
  Pittsburgh, PA
• 11/2023 → Present
  Annuity Iq, Llc
  Pittsburgh, PA
• 03/2026 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 02/2015 → 02/2017
  Ogi Technology
  Pittsburgh, PA
• 03/2024 → 03/2026
  Brookstone Capital Management
  Wheaton, IL

Previous Registrations

• 2024-02-01 → 2026-03-27
  Brookstone Wealth Advisors, Llc
  Wheaton, IL
  Pittsburgh, PA
• 2023-04-25 → 2024-02-05
  Ae Wealth Management, Llc
  Pittsburgh, PA

Other Businesses

1. Fontana Financial Services | Investment Related | 201 Penn Center Blvd, Suite 400, Pittsburgh, PA 15235 | Financial Planning | Financial Advisor | 04/2023 | Investment Advisor Representative | 160hr/mo | 160hrs/mo during trading | Advisory and Insurance Services 2. Annuity IQ, LLC | Investment Related | Pittsburgh, Pennsylvania | Lead Generation | Owner | CEO | 11/2023 | 1hr/mo outside trading | Lead generation through education

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-31

Other Names

• Tony Fontana
• Anthony Fontana