AS
AS

Antonio Thomas Savarese

47 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
11,317 clients
Average Client Portfolio
$188K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$25K
Loading...

Location

Gilbert, AZ

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Antonio works as an insurance agent since 1984. This takes minimal time.

Employment History
Current Registrations
Creativeone Securities, LLC
March 2025 - Present · 11 mos
Creativeone Securities, LLCBroker
March 2025 - Present · 11 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - March 2025 · 1 yr 6 mos
Osaic Wealth, INC.
September 2023 - March 2025 · 1 yr 6 mos
Sagepoint Financial, INC.
October 2005 - September 2023 · 17 yrs 11 mos
Sagepoint Financial, INC.Broker
October 2005 - September 2023 · 17 yrs 11 mos
Sunamerica Securities, INC.
August 2003 - April 2005 · 1 yr 8 mos
Sentra Securities CorporationBroker
May 2003 - April 2005 · 1 yr 11 mos
Sunamerica Securities, INC.Broker
March 2003 - April 2005 · 2 yrs 1 mo
Spelman & CO INC
December 1999 - October 2005 · 5 yrs 10 mos
Spelman & CO., INC.Broker
November 1999 - October 2005 · 5 yrs 11 mos
Presidential Brokerage, INC.Broker
April 1998 - November 1999 · 1 yr 7 mos
Spelman & CO., INC.Broker
September 1988 - April 1998 · 9 yrs 7 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
June 1980 - August 1988 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - October 1979 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
September 1977 - September 1978 · 1 yr
State Registrations7 states
AZCACOFLMTORSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.