Anthony Civitello has been Director of Portfolio Management Operations of Ellis Investment Partners since September 2023, is a control person of the firm and directly owns under 5% of it. Anthony Civitello studied BSBA in Finance at Kutztown University.
Ellis Investment Partners, LLC is a Berwyn, PA firm with $987M under management, 820 clients and 18 advisers across 2 offices, as of its March 2026 filing.
Anthony Civitello is Chief Portfolio Strategist of Ellis Investment Partners, LLC and a member of its Portfolio Management Operations Team. He works closely with consultants on the construction and monitoring of portfolios and on research and analysis of exchange traded funds and mutual funds. He assumed a full-time role as Portfolio Strategist in January 2017, after earlier work at Prudential as a Client Service Representative and at SEI as a Mutual Fund Analyst.
- – present · 9 yearsBerwyn, PA · Adviser representative · Firm CRD 157669
Investment adviser representative registrations
Anthony Civitello is registered as an investment adviser representative in Pennsylvania, since January 2017.
- PennsylvaniaSince 14 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 January 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Anthony Michael Civitello
- CRD
- 6594272
- Firm
- Ellis Investment Partners · CRD 157669
- Role
- Director of Portfolio Management Operations
- Office
- 920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115, Berwyn, PA 19312
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ellisinvestmentpartners.com
Where does Anthony Civitello work?
Anthony Civitello has been Director of Portfolio Management Operations of Ellis Investment Partners, LLC since September 2023, and is a control person of the firm.
Is Anthony Civitello a financial advisor?
Yes. Anthony Civitello has a current investment-adviser registration in Pennsylvania, through Ellis Investment Partners since January 2017.
How many years of experience does Anthony Civitello have?
Anthony Civitello has 9 years in the financial industry, since January 2017, across 1 adviser firm.
What exams has Anthony Civitello passed?
Anthony Civitello passed the Series 65 in January 2017.
Where is Anthony Civitello based?
Anthony Civitello’s registered office is in Berwyn, PA.
Is Anthony Civitello registered with FINRA?
No. Anthony Civitello has no current broker registration.
How can I verify Anthony Civitello’s record?
Search CRD 6594272 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Civitello’s full registration record.
