Unclaimed Profile

Anthony John Destefano

ALTIUM WEALTH MANAGEMENT LLC·PURCHASE, New York

Series 7, Series 63, Series 6523 years registeredALTIUM WEALTH MANAGEMENT LLC

2500 WESTCHESTER AVE., PURCHASE, NY 10577CRD# 1980640Firm CRD# 154719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony John Destefano · PURCHASE, NY

Registration

CRD #1980640 · ALTIUM WEALTH MANAGEMENT LLC · 23 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Apr 2023 – present

ALTIUM WEALTH MANAGEMENT

Apr 2022 – May 2023

PURCHASE, NY

ALTIUM WEALTH MANAGEMENT LLC

Oct 2010 – Jun 2022

PURCHASE, NY

PARK AVENUE SECURITIES LLC

Aug 2002 – Oct 2010

PURCHASE, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 23, 2002

Years registered · 23

Disclosure History

2010Employment Separation After Allegations

1986Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ALTIUM WEALTH MANAGEMENT LLC

CRD 154719 · SEC 801-71774

AUM

$2.7B

Regulatory assets under management

Employees

3,019 client accounts

Services offered by ALTIUM WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALTIUM WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Anthony John Destefano offer?

Anthony John Destefano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PURCHASE, New York for a consultation.

What are Anthony John Destefano's credentials?

Anthony John Destefano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony John Destefano located?

Anthony John Destefano is based in PURCHASE, New York, working with ALTIUM WEALTH MANAGEMENT LLC. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.

How does Anthony John Destefano charge for services?

Anthony John Destefano'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 ALTIUM WEALTH MANAGEMENT LLC?

ALTIUM WEALTH MANAGEMENT LLC has approximately 42 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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