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Anthony G Pirro

Investment adviser representative at Money Concepts Advisory Service
45 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 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 feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

45 years in the industry.

  1. Anthony G Pirro Cpa PcJan 2011 to now
  2. Money Concepts Capital CorpSep 2006 to now
  3. Anthony G Pirro Accountant & Tax ServicesJul 1981 to now

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

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

Money Concepts Advisory Service

Legal name: Money Concepts Capital Corp

$4.1BAssets managed
17,032Clients
386Advisers
35 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
5203483
Firm CRD
12963
Advisor's SEC record (opens in a new tab)
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