Anthony John Buglino

Current Employers

Employment History

• 01/2021 → 09/2021
  Brookstone Capital Management Llc
  Stony Brook, NY
• 01/2000 → Present
  Anthony J. Buglino Cpa P.C.
  Hauppauge, NY
• 08/2021 → 11/2022
  Safe Harbor Asset Management, Inc.
  Huntington, NY
• 02/2024 → 09/2025
  Avantax Advisory Services
  Hauppauge, NY
• 02/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Hauppauge, NY
• 02/2024 → Present
  S&P Associates Of Li Inc Dbas&Pfinancialservices&Dbas&Pfinancial
  Hauppauge, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-02-13 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Hauppauge, NY
• 2021-09-09 → 2022-11-15
  Safe Harbor Asset Management, Inc.
  Hauppauge, NY
  Huntington, NY
• 2021-01-12 → 2021-09-15
  Brookstone Capital Management Llc
  Hauppuage, NY
  Wheaton, IL

Other Businesses

1)S&P ASSOCIATES OF LI INC DBA S&P FINANCIAL SERVICES AND DBA S&P FINANCIAL POSITION: Financial Advisor NATURE: We offer financial planning, investment counseling, and insurance counseling servicesWe also offer retirement and estate planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2024 ADDRESS: 140 Fell Court, SUITE 110, HAUPPAUGE NY 11788, United States DESCRIPTION: Meeting with clientsReviewing client data and current client investmentsReviewing client insurance policiesDesigning investment and insurance solutions based upon the needs of the clients 2)AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Insurance agent NATURE: Sales of insurance products approved through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2024 ADDRESS: 140 Fell Court, SUITE 110, HAUPPAUGE NY 11788, United States DESCRIPTION: Meet with clientsFind insurance product needs and provide insurance options 3)ANTHONY J. BUGLINO CPA P.C. POSITION: Chief Executive Officer NATURE: Small business accounting, bookkeeping, financial statements, tax compliance, tax planning, tax advisory, general financial guidanceIndividual tax compliance, tax planning, tax advisory and personal financial statements INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 01/07/2000 ADDRESS: 140 FELL COURT, SUITE 110, HAUPPAUGE NY 11788, United States DESCRIPTION: As an employee and officer of AJ Buglino CPA PC my functions are:1) Professional CPA services including: tax compliance, consulting and tax advisory services, financial consulting and compilation financial statement prep for small businesses and individuals, accounting and bookkeeping for business clients2) Administration of practice3) Client acquisition activities and business promotion4)Supervision of Independent contractor (1) providing accounting and bookkeeping services to clients on behalf of my firm

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-14

Other Names

• Anthony J Buglino
• Anthony Buglino
• Tony Buglino