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Cfp Tony Privetera
Cfp Tony Privetera
Vice President, Wealth Management Caleo Capital NA LLC | Cetera Advisors LLC
United States
Cfp Tony Privetera
Summary
Tony Privetera is a seasoned financial services professional with over 30 years of experience in guiding high net worth individuals, families, and institutions in making informed investment decisions. As the President of Privetera Wealth Management Associates, he utilizes a comprehensive approach to address the specific financial needs of his clients. Tony holds a Master's Degree in International Business from Schiller International University in Paris, reflecting his global perspective on finance. He is a CERTIFIED FINANCIAL PLANNER™ and is dedicated to continuous professional development. Residing in New Jersey with his family, he balances his professional commitments with interests in charitable work, running, skiing, and tennis. His commitment to excellence is evident in his selective client approach, aiming to exceed expectations and make a meaningful impact on their financial lives.
Cfp Tony Privetera
Work Experience
Vice President, Wealth Management Caleo Capital NA LLC at
CALEO CAPITAL (PTY) LTD
September 2023 - Present
President at
Privetera Wealth Management Associates
April 2017 - Present
President at
Privetera Wealth Management Associates LLC
April 2017 - Present
President, Privetera Wealth Managaement Associates at
Cetera Advisors
April 2017 - Present
President, Privetera Wealth Managaement Associates at
Cetera Advisors LLC
April 2017 - Present
First Vice President, Financial Advisor at
Morgan Stanley
February 1994 - March 2017
First Vice President, Financial Advisor at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
February 1994 - March 2017
Frequently Asked Questions about Cfp Tony Privetera
What is Cfp Tony Privetera email address?
Cfp Tony Privetera's primary email address is **************@ceteraadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Tony Privetera work for?
Cfp Tony Privetera is a Vice President, Wealth Management Caleo Capital NA LLC at Cetera Advisors LLC, a company specializing in Functions related to depository banking.
How can I directly contact Cfp Tony Privetera?
To contact Cfp Tony Privetera directly, you can use the email address **************@ceteraadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Tony Privetera?
Tony Privetera is a seasoned financial services professional with over 30 years of experience in guiding high net worth individuals, families, and institutions in making informed investment decisions. As the President of Privetera Wealth Management Associates, he utilizes a comprehensive approach to address the specific financial needs of his clients. Tony holds a Master's Degree in International Business from Schiller International University in Paris, reflecting his global perspective on finance. He is a CERTIFIED FINANCIAL PLANNER™ and is dedicated to continuous professional development. Residing in New Jersey with his family, he balances his professional commitments with interests in charitable work, running, skiing, and tennis. His commitment to excellence is evident in his selective client approach, aiming to exceed expectations and make a meaningful impact on their financial lives.
Cfp`s contact details
**************@ceteraadvisors.com
Colleagues
Financial Advisor
Regional Vice President – Supervision West Region
Retired