Anthony J Depinto
Investment adviser representative at Alta Wealth Advisors LLC
14 yearsExperience
1 stateRegistered in
$664.6MFirm assets
8 yearsFirm in business
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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
14 years in the industry.
- Alta Wealth Advisors LLCApr 2018 to now
- LPL Financial, LLCOct 2017 to now
- Pinnacle Private Wealth, LLCOct 2017 to May 2018
- MML Investors Services, LLCMar 2017 to Oct 2017
- Msi Financial Services, IncJan 2015 to Mar 2017
- Baystate FinancialSep 2012 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (MA).
Alta Wealth Advisors LLC
$664.6MAssets managed
779Clients
12Advisers
8 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
- 4092185
- Firm CRD
- 293675