Anthony J. Ziniti, CFP®, CRPC®

Partner & Registered Representative

The Chartered Alternative Investment Analyst certificate was awarded in 2016 that included instruction on the fundamentals of alternative investments.

The Certified Financial Planner® designation was conferred by the CFP Board of Standards in 2012, and included courses in estate, retirement, investment and income tax planning, and insurance and risk management.

The Chartered Retirement Planning Counselor® certificate was awarded by the College for Financial Planning in 2009 that centered on retirement planning.

The Master of Business Administration degree was received summa cum laude from Molloy College in 2009, with a major in personal financial planning.

The Bachelor of Arts degree was earned magna cum laude from Quinnipiac University in 2006, with a split major in entrepreneurship and small business management, and a minor in psychology.

Registered Representative of American Portfolios Financial Services, Inc. since 2018, main office at 4250 Veterans Memorial Hwy., Holbrook, NY 11741. Senior VP at Cantor Fitzgerald from 2016 to 2018 specializing in public and private real estate programs, including 1031 exchanges and Delaware Statutory Trusts. Regional VP of Realty Capital Securities whose specialty was public and private real estate investment and credit lending programs, and other alternative investments. Regional Advisor Consultant at Oppenheimer funds from 2008 to 2011, analyzing mutual fund portfolios and consulting with financial advisors. Associate Agent with Nationwide Insurance servicing clients with auto, home and life insurance policies.

Phone (516) 616-7000 ext. 102
Mobile Phone (516) 805-6865