Anthony John Ceffalio
Investment adviser representative at Newedge Advisors
12 yearsExperience
2 statesRegistered in
$43.2BFirm assets
12 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Newedge Advisors, LLC.Aug 2024 to now
- LPL Financial LLCJun 2023 to Jul 2024
- AthleticoJun 2022 to Aug 2022
- Willies and FieldhouseMay 2021 to May 2023
- Como Smoke & FireFeb 2021 to May 2021
- PicklemansJul 2020 to Nov 2020
- Panda ExpressMay 2020 to Jul 2020
- University of MissouriAug 2019 to May 2023
- AfresscoSep 2016 to Mar 2017
- Hersey High SchoolAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 7760183
- Firm CRD
- 171351