Anthony Justin Vivona
Investment adviser representative at Point Windward Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$358.6MFirm assets
38 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
13 years in the industry.
- Point Windward Advisors, Inc.Feb 2026 to now
- Beech Hill AdvisorsJan 2020 to now
- Jdx ConsultingDec 2018 to Jan 2020
- Tulane UniversityJan 2013 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Point Windward Advisors, Inc.
$358.6MAssets managed
278Clients
6Advisers
38 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
- 7697195
- Firm CRD
- 110457