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Anthony R Colancecco

DISCIPLINE WEALTH SOLUTIONS, INC.·GREENVILLE, South Carolina
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15 HALTON GREEN WAY, GREENVILLE, SC 29607CRD# 6247436Firm CRD# 315846
01

About

Anthony R Colancecco is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with DISCIPLINE WEALTH SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
DISCIPLINE WEALTH SOLUTIONS, INC.
DISCIPLINE WEALTH SOLUTIONS, INC.
AUM
$93M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at DISCIPLINE WEALTH SOLUTIONS, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6247436
Firm CRD# 315846
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony R Colancecco offer?
Anthony R Colancecco specializes in Investment Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Anthony R Colancecco's credentials?
Anthony R Colancecco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony R Colancecco located?
Anthony R Colancecco is based in GREENVILLE, South Carolina, working with DISCIPLINE WEALTH SOLUTIONS, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Anthony R Colancecco charge for services?
Anthony R Colancecco's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DISCIPLINE WEALTH SOLUTIONS, INC.?
DISCIPLINE WEALTH SOLUTIONS, INC. has approximately 14 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Patricia Balentine — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Christopher A. Jones — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Ralph Bryan Barany — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Tod Joel Robinson — PLANFIRST INCWilliam Henley Shawcross — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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