Advisor at Morgan Stanley
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Morgan Stanley
Location
Fort Lauderdale, FL 33301
Credentials
Series 66
Industry experience
9 years
Anthony Fantigrossi is a Financial Advisor at Merrill Lynch Wealth Management with over nine years of experience in the finance industry. Prior to joining Merrill Lynch, he worked at UBS and Morgan Stanley, building expertise in wealth management across a diverse client base including retirees, small business owners, professionals, and high net worth families. Anthony holds several FINRA registrations including Series 7, 66, and 3, as well as the Accredited Portfolio Management Advisor (APMA) and Chartered Retirement Planning Counselor (CRPC) designations.
His professional focus includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. Anthony is committed to connecting all aspects of his clients’ financial lives through disciplined planning, risk management, and a deep understanding of market dynamics. He works closely with individuals, families, and businesses to develop personalized financial plans aligned with their goals.
Anthony earned a Bachelor's Degree from Saint John Fisher College. Outside of his professional role, he enjoys basketball, cooking, football, golfing, music, spending time with his family, and traveling.
Based on Morgan Stanley
350 East Las Olas Boulevard, Suite 1500
Fort Lauderdale, FL 33301
Florida · Texas
Morgan Stanley Smith Barney LLC
2026 - Present (1 year)
Bank of America, N.A.
2023 - 2026 (3 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2023 - 2026 (3 years)
Morgan Stanley Smith Barney LLC
2018 - 2023 (5 years)
Delta Airlines
2016 - 2017 (1 year)
UBS Financial Services Inc.
2015 - 2018 (3 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Other specialized services
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Is not active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Ft. Lauderdale, FL
David Lurch LLC
CFA®, Series 66
Plantation, FL
Envision Asset Management, Inc.
Series 65
Davie, FL
Moore Financial Planning Advisors, LLC
CFP®, Series 63
Davie, FL
Mouly Financial Management, Inc.
CFP®, Series 63, Series 65
Coral Springs, FL
Profitable Financial Strategies
Series 66
Ft. Lauderdale, FL
Wolfson Private Wealth, LLC
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