Anthony
Orestano

Allspring Funds Management, LLC

CRD#3225166
Investment Advisor
in Temecula, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Anthony Orestano is a financial advisor based in Temecula, California, working with Allspring Funds Management, LLC. Anthony has previously held positions at Independent Financial Group, Eqis Capital Management, Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, Allspring Funds Distributor, LLC, Allspring Funds Management, LLC, Wells Fargo Fund Distributor, LLC, and Wells Fargo Clearing Services LLC. Anthony has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Anthony is part of Allspring Funds Management, LLC, which operates out of Temecula, California. The firm has 1 office and 513 employees. The firm manages assets totaling $300.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Allspring Funds Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Temecula, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Allspring Funds Management, LLC Brokerage Details

Total Assets Under Management

$300,798,686,558

CA Average: $3,625,019,099
Total Number of Employees

513

CA Average: 22
Total Number of Accounts

8,078

CA Average: 1,917
Average Account Size

$37,236,777

CA Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Anthony Orestano Work History

2024 - Present (0 year)

Allspring Funds Distributor, LLC

2021 - Present (3 years)

Allspring Funds Distributor, LLC

2021 - Present (3 years)

Allspring Funds Management, LLC

2020 - 2021 (1 year)

Wells Fargo Fund Distributor, LLC

2017 - 2020 (3 years)

Wells Fargo Clearing Services LLC

2016 - 2017 (1 year)

Massmutual Life Insurance Company

2016 - 2017 (1 year)

Mml Investors Services, LLC

2015 - 2016 (1 year)

Eqis Capital Management, Inc

2011 - 2015 (4 years)

Independent Financial Group

Disclosures

Please visit the SEC profile of Anthony Orestano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allspring Funds Management, LLC

David Kashtan
Manahawkin, NJ
Evan Couture
Boston, MA
Delia Mellen
Charlotte, NC
Christopher Miller
Menomonee Falls, WI
Kristin Carcio
Boston, MA
Margaret Wade
Boston, MA
Thomas Flynn
Charlotte, NC
Ellen Golterman
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started