Anthony Landi Certified Financial Fiduciary®

Certified Financial Fiduciary® at Northeast Investment Group
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Contact Information
us****@****om
(386) 825-5501
Location
Narragansett Pier, US

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Bio

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Experience

  • Northeast Investment Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Certified Financial Fiduciary®
      • Jul 2022 - Present

      Cranston, Rhode Island, United States

    • Managing Partner - Wealth Advisor
      • May 2018 - Present

      1000 Chapel View Blvd., Suite 200 Cranston, RI 02920 Financial Services We serve clients with different wealth management needs. We offer wealth management for the individual, families, professionals, business owners and those in transition which include: divorce, retirement, the death of a spouse/loved one and receiving windfall.

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • First Vice President-Wealth Management
      • Aug 2007 - May 2018
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Feb 1997 - Aug 2007
  • State Street
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Representative
      • 1995 - 1997

Education

  • Bentley University
    Batchelor of Science, Finance
    1990 - 1994
  • La Salle Academy providence
    1986 - 1990
  • National Association of Certified Financial Fiduciaries
    Certified Financial Fiduciary, Finance and Financial Management Services
    2022 -

Community

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