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Anthony Joseph Filberto

CROSS STAFF INVESTMENTS INC.·PITTSFORD, New York
Unclaimed Profile
115 SULLY'S TRAIL, PITTSFORD, NY 14534CRD# 4551510Firm CRD# 165984
01

About

Anthony Joseph Filberto is a registered financial advisor based in PITTSFORD, New York, affiliated with CROSS STAFF INVESTMENTS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CROSS STAFF INVESTMENTS INC.
CANDACE SHIRA ASSOCIATES, LLC
AUM
$367M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CROSS STAFF INVESTMENTS INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4551510
Firm CRD# 165984
No disclosures on file
View on FINRA BrokerCheck →

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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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