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Anthony Dean Bagneschi

Investment adviser representative at Mainstay Capital Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.3BFirm 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 assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. Mainstay Capital Management, LLCFeb 2026 to now
  2. UnemployedJan 2026 to Jan 2026
  3. Mdrn Capital, LLCNov 2024 to Dec 2025
  4. AmbaSep 2024 to Oct 2024
  5. UnemployedJun 2024 to Aug 2024
  6. Cg Advisory ServicesJan 2022 to May 2024
  7. SpcDec 2018 to Jan 2022
  8. Planmember Securities CorporationMay 2018 to Nov 2018
  9. Epi Advisors, LLCJul 2014 to Feb 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014
  • Series 63 · Uniform Securities Agent State Law2018

State registrations

Registered as an investment adviser representative in 1 state (MI).

Mainstay Capital Management, LLC

$5.3BAssets managed
3,454Clients
22Advisers
25 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
4487939
Firm CRD
109528
Advisor's SEC record (opens in a new tab)
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