Anthony Mark D'andrea
Investment adviser representative at Round Table Advisors, LLC
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Anthony Mark D'andrea? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Round Table Advisors, LLCApr 2021 to now
- Raymond James Financial Services Advisors, Inc.Mar 2021 to Oct 2026
- Raymond James Financial Services, Inc.Mar 2021 to Oct 2026
- Raymond James & AssociatesMay 2000 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TN).
Round Table Advisors, LLC
$0Assets managed
0Clients
8Advisers
Under 1 yearIn 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
- 4194284
- Firm CRD
- 343859