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Anthony Joseph Cafaro

Investment adviser representative at Alight Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
$35.1BFirm assets
15 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Alight Financial Advisors, LLCMay 2022 to now
  2. UnemployedNov 2020 to May 2022
  3. TD AmeritradeNov 2018 to Oct 2020
  4. UnemployedAug 2018 to Nov 2018
  5. Stellar RestorationJun 2018 to Aug 2018
  6. TD AmeritradeMay 2017 to Jun 2018
  7. UnemployedJan 2017 to May 2017
  8. Group 1 AutoSep 2016 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 2 states (NC, TX).

Alight Financial Advisors, LLC

$35.1BAssets managed
195,957Clients
65Advisers
15 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
4152071
Firm CRD
158744
Advisor's SEC record (opens in a new tab)
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