Anthony
Adamo
Independent Financial Partners
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About this Advisor
Anthony Adamo is a financial advisor operating in Palm Harbor, Florida with a total of 5 years of industry experience. Adamo is currently employed by Independent Financial Partners. Over the course of their career, Adamo has held roles at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Independent Financial Partners. Adamo maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to operate in Connecticut, Florida, Georgia and Illinois. Independent Financial Partners is a financial advisory firm that has its headquarters in Tampa, FL. The firm has offices in 155 locations and a total of 273 employees. It administers $9 billion in assets under management across its 34,487 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 85 charities and foundations. Of its 34,487 customer accounts, just 13% are associated with high-net-worth individuals who have more than $1 million in assets. Independent Financial Partners provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which service is provided. However, fee types billed by Independent Financial Partners may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Anthony Adamo Work History
Anthony has been registered as a financial advisor for 5 years.*
Independent Financial Partners
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Adamo 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 Independent Financial Partners
Palm Harbor, FL
Fort Washington, PA
Boulder, CO
Tampa, FL
Grosse Pointe, MI
Florence, KY
Tampa, FL
Ocala, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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