TrueAdvisor
TrueAdvisor
AA
AA

Anthony Joseph Amaradio

Seia
44 Years of Experience
24 Disclosures
View SEC Summary
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 (24)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2000
Settled
Regulatory
October 1997
Final
Customer Dispute
March 1997
Settled
Customer Dispute
September 1996
Settled
Customer Dispute
June 1996
Settled
Customer Dispute
September 1995
Settled
Customer Dispute
March 1995
Settled
Customer Dispute
December 1994
Settled
Customer Dispute
July 1994
Settled
Customer Dispute
February 1994
Settled
Employment Separation After Allegations
November 1993
Regulatory
June 1993
Final
Customer Dispute
March 1993
Settled
Customer Dispute
January 1993
Settled
Regulatory
December 1992
Final
Customer Dispute
February 1992
Settled
Customer Dispute
October 1991
Settled
Customer Dispute
September 1991
Settled
Customer Dispute
May 1991
Settled
Customer Dispute
August 1990
Settled
Customer Dispute
August 1990
Settled
Customer Dispute
February 1990
Settled
Customer Dispute
April 1987
Settled
Customer Dispute
January 1986
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anthony owns 50% of SPM Inc., an administrative services company. He is also involved with Faithful With Finances, Inc., which publishes financial curriculum for churches and promotes a book. Finally, Anthony is involved with Select Consulting Group, LLC, a business consulting firm.

Employment History
Current Registrations
Seia
October 2025 - Present · 4 mos
Select Money Management, INC.
February 2013 - Present · 13 yrs
Previous Registrations
Select Money Management, INC.
January 2011 - February 2013 · 2 yrs 1 mo
Securities Equity GroupBroker
April 2001 - March 2013 · 11 yrs 11 mos
Select Portfolio Management INC
July 1997 - October 2025 · 28 yrs 3 mos
Pruco Securities CorporationBroker
January 1991 - December 1994 · 3 yrs 11 mos
Coordinated Capital Securities, INC.Broker
November 1985 - November 1993 · 8 yrs
Mutual Service CorporationBroker
October 1984 - September 1985 · 11 mos
Equico Securities, INC.Broker
October 1980 - September 1984 · 3 yrs 11 mos
The Equitable Life Assurance Society of the United StatesBroker
September 1978 - February 1991 · 12 yrs 5 mos
Equico Securities, INC.Broker
September 1978 - July 1986 · 7 yrs 10 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.