Anthony Joseph Pizzo

Seia

8 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning

Seia

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

121 advisors

Number of Clients

8,772 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$18.7B

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

Location

120 Vantis Drive, Suite 440, Aliso Viejo, CA, 92656

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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.

Employment History

Current Registrations

Seia

October 2025 - Present · 4 mos

Signature Estate Securities, LLC

October 2025 - Present · 4 mos

Signature Estate Securities, LLCBroker

October 2025 - Present · 4 mos

Select Money Management, INC.

March 2019 - Present · 6 yrs 11 mos

Previous Registrations

Select Portfolio Management INC

March 2019 - October 2025 · 6 yrs 7 mos

Securities Equity GroupBroker

July 2017 - October 2025 · 8 yrs 3 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.