AV
CFP
AV
CFP

Anthony Joseph Veiga

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K
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Location

109 Danbury Road Ste 4, Ridgefield, CT, 06877

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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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Other Business ActivitiesSells Insurance

Anthony is involved in several business activities, including non-variable insurance sales with Jackson National, SBG, and Empire Wealth Strategies/Penn Mutual, dedicating minimal time to each. He also volunteers as a firefighter and provides investment advisory services through Stratos Wealth Partners, spending a full-time equivalent on this activity.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
May 2022 - Present · 3 yrs 9 mos
LPL Financial LLC
June 2018 - Present · 7 yrs 8 mos
LPL Financial LLCBroker
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
LPL Financial LLC
June 2018 - August 2022 · 4 yrs 2 mos
Wells Fargo Clearing Services, LLC
February 2008 - June 2018 · 10 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
April 2006 - June 2018 · 12 yrs 2 mos
Casimir Capital L.P.Broker
July 2005 - March 2006 · 8 mos
State Registrations13 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.