Anthony John Ceffalio

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2023 → 07/2024
  Lpl Financial Llc
  Arlington Heights, IL
• 05/2021 → 05/2023
  Willies And Fieldhouse
  Columbia, MO
• 02/2021 → 05/2021
  Como Smoke & Fire
  Columbia, MO
• 07/2020 → 11/2020
  Picklemans
  Columbia, MO
• 05/2020 → 07/2020
  Panda Express
  Columbia, MO
• 09/2016 → 03/2017
  Afressco
  Park Ridge, IL
• 06/2022 → 08/2022
  Athletico
  La Grange, IL
• 08/2014 → 05/2019
  Hersey High School
  Arlington Heights, IL
• 08/2019 → 05/2023
  University Of Missouri
  Columbia, MO
• 08/2024 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2024-03-20 → 2024-03-21
  Lpl Financial Llc
  Arlington Heights, IL

Exams

• S66 Uniform Combined State Law Examination
  2024-03-20

Other Names

• Aj Ceffalio