Chief Compliance Officer · Discipline Wealth Solutions, Inc.
Anthony R. Colancecco
CRD 6247436 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Discipline Wealth Solutions, Inc., an SEC-registered wealth manager based in Greenville, SC with $747 million in regulatory assets, lists Anthony R. Colancecco on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Anthony at 1 other registered adviser.
Firms and roles
- Discipline Wealth Solutions, Inc.Chief Compliance OfficerWealth manager · Greenville, SC · $747M in regulatory assets
- BCA Private Wealth, Inc.Chief Operating Officer / Chief Compliance OfficerWealth manager · Greenville, SC · $317M in regulatory assets
AtlasMembers
Anthony’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Anthony’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James B. BallentinePresident, BCA Private Wealth, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anthony’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.