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Anthony Joseph Filberto

CROSS STAFF INVESTMENTS INC.·PITTSFORD, New York
SIE, Series 6, Series 7, Series 63, Series 65, Series 66Clean record18 years registeredCROSS STAFF INVESTMENTS INC.
115 SULLY'S TRAIL, PITTSFORD, NY 14534CRD# 4551510Firm CRD# 165984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Joseph Filberto · PITTSFORD, NY
Registration
CRD #4551510 · CROSS STAFF INVESTMENTS INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

CANDACE SHIRA ASSOCIATES, LLC
Aug 2014 – present
WALL STREET FINANCIAL GROUP, INC
Nov 2007 – Sep 2008
PITTSBURGH, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Series 66
Registration record
First registered · November 8, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CROSS STAFF INVESTMENTS INC.
CRD 165984 · SEC 801-77488
AUM
$367M
Regulatory assets under management
Employees
4
926 client accounts
Services offered by CROSS STAFF INVESTMENTS INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CROSS STAFF INVESTMENTS INC. →
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05

Frequently Asked Questions

What services does Anthony Joseph Filberto offer?
Anthony Joseph Filberto specializes in Financial Planning, Investment Management. Contact their office in PITTSFORD, New York for a consultation.
What are Anthony Joseph Filberto's credentials?
Anthony Joseph Filberto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Joseph Filberto located?
Anthony Joseph Filberto is based in PITTSFORD, New York, working with CROSS STAFF INVESTMENTS INC.. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Anthony Joseph Filberto charge for services?
Anthony Joseph Filberto's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROSS STAFF INVESTMENTS INC.?
CROSS STAFF INVESTMENTS INC. has approximately 4 employees and manages $367M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CROSS STAFF INVESTMENTS INC.

Candace Ann Shira
PITTSFORD, NY
CFP
Nancy Beth Kay
PITTSFORD, NY

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