AV
AV

Anthony Paul Vicari

15 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
523 clients
Average Client Portfolio
$63.0M average
Assets Under Management
$33.0B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

53 State Street, 28th Floor, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Svb Asset Management
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Tetrad Capital LLC
January 2015 - November 2017 · 2 yrs 10 mos
Fisher Investments
June 2013 - October 2014 · 1 yr 4 mos
Defined Retirement Solutions, LLC
June 2012 - July 2013 · 1 yr 1 mo
Capital Advisors Group, INC
October 2007 - October 2011 · 4 yrs
State Registrations2 states
CAMA
Advisor
Exams
No exam information available for this advisor.