Skip to content

Anthony Joseph Destefano

Investment adviser representative at Victory Financial
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
3 yearsFirm in business

Are you Anthony Joseph Destefano? Claim your profile

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

11 years in the industry.

  1. Victory FinancialSep 2026 to now
  2. EquitableDec 2019 to Sep 2026
  3. AXA EquitableDec 2019 to Jun 2020
  4. Equitable Advisors, LLCJan 2019 to Sep 2026
  5. AXA Advisors, LLCJan 2019 to Jun 2020
  6. Suny OswegoAug 2017 to Dec 2019
  7. Onondaga Community CollegeAug 2015 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

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

Victory Financial

Legal name: Victory Financial Group LLC

$1.3BAssets managed
3,003Clients
56Advisers
3 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
7209198
Firm CRD
324943
Advisor's SEC record (opens in a new tab)
CallContact this firm