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Financial Planning Director/partner · CPS Investment Advisors

Anthony M. Corrao

CRD 6085594 · Named on Form ADV at one SEC-registered adviser

At a glance

CPS Investment Advisors, an SEC-registered wealth manager based in Lakeland, FL with $2.9 billion in regulatory assets, lists Anthony M. Corrao on its Form ADV as Financial Planning Director/partner, a control person.

Firms and roles

  • CPS Investment AdvisorsFinancial Planning Director/partnerWealth manager · Lakeland, FL · $2.9B 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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Anthony on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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.