Anthony Joseph Gaiffe
Investment adviser representative at Accel Wealth Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Accel Wealth ManagementMar 2019 to now
- Integrity Alliance, LLCMar 2019 to now
- Premier AdvisorsMay 2013 to Nov 2019
- Ameritas Investment CorpMay 2013 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (IA).
Accel Wealth Management
Legal name: Accel Wealth Management LLC
$1.1BAssets managed
1,381Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3234775
- Firm CRD
- 286201