DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Anthony Claude Marcello
Feed of 09/15/2026
Also filed as Anthony Claude Marcello
At current firm
5 y
since Nov 30, 2020
In the industry
29 y
since Apr 15, 1997 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Canton Hathaway LLC independent RIA currentsince Nov 30, 2020 · Palm Beach, Fl
- Summit Financial Group Inc formerDec 17, 2015 to Oct 26, 2020 · Ft Lauderdale, Fl
- Cetera Investment Advisers LLC BD affiliatedOct 29, 2015 to Oct 26, 2020 · Ft Lauderdale, Fl
- J P Turner & Company Capital Management, LLC formerFeb 23, 2015 to Nov 13, 2015 · Fort Lauderdale, Fl
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Summit Financial Group Incleft Oct 26, 2020, registered Dec 17, 2015 (-1775 days) · Other
- Summit Financial Group Inc to Canton Hathaway LLCleft Oct 26, 2020, registered Nov 30, 2020 (35 days) · Affiliated broker-dealer or bank to independent RIA
- J P Turner & Company Capital Management, LLC to Cetera Investment Advisers LLCleft Nov 13, 2015, registered Oct 29, 2015 (-15 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address