Anthony Joseph Farina
Investment adviser representative at Capital Advisors Wealth Management
17 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
Experience
17 years in the industry.
- Capital Advisors Wealth Management, LLCJul 2020 to now
- Wells Fargo Advisors Financial Network LLCMay 2009 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (WA).
Capital Advisors Wealth Management
Legal name: Capital Advisors Wealth Management, LLC
$1.1BAssets managed
1,051Clients
6Advisers
6 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
- 4412237
- Firm CRD
- 309387