AC
AC

Anthony Michael Di Carlo

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
11,572 clients
Average Client Portfolio
$261K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:None
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Location

Alexandria, VA

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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 Activities

Anthony is involved in lighting control sales, which occupies about 10-20% of his time. This activity is not investment-related.

Employment History
Current Registrations
Advisor Resource Council
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
360 Wealth Management, LLC
April 2015 - July 2016 · 1 yr 3 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.