Anthony Thomas Gargano
Investment adviser representative at Journey Wealth Management
14 yearsExperience
1 stateRegistered in
$1.4BFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Journey Wealth ManagementJan 2021 to now
- Fsm Wealth AdvisorsJan 2021 to now
- Cbiz Investment Advsiory Services LLCDec 2018 to Dec 2020
- Sequoia Financial Advisors, LLCJul 2012 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (OH).
Journey Wealth Management
Legal name: Fsm Wealth Advisors, LLC
$1.4BAssets managed
879Clients
16Advisers
7 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
- 6025596
- Firm CRD
- 298904