Anthony Colancecco has been Chief Compliance Officer of Discipline Wealth Solutions since February 2024, is a control person of the firm and directly owns under 5% of it.
Discipline Wealth Solutions, Inc. is a Greenville, SC firm with $747M under management, 1,946 clients and 18 advisers across 13 offices, as of its September 2026 filing.
Anthony Colancecco’s longest registration is the current one, 6 years at Bca Private Wealth, Inc. since 2019. Before joining Discipline Wealth Solutions in 2023, Anthony Colancecco was registered through Apexium Financial LP and Efficient Advisors.
- – present · 2 yearsGreenville, SC · Adviser representative · Firm CRD 315846
- Bca Private Wealth, Inc.Also current– present · 6 yearsGreenville, SC · Adviser representative · Firm CRD 140913
- Apexium Financial LP– · under a yearPhiladelphia, PA · Adviser representative · Firm CRD 283726
- Efficient Advisors– · 6 yearsPhiladelphia, PA · Adviser representative · Firm CRD 150144
Investment adviser representative registrations
Anthony Colancecco is registered as an investment adviser representative in 3 states. The first approvals date from October 2019; the most recent is Texas, in February 2024.
- North CarolinaSince 24 October 2019
- South CarolinaSince 24 October 2019
- TexasSince 15 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 17 April 2021 |
| Series 7TO | General Securities Representative Examination | 12 March 2021 |
| SIE | Securities Industry Essentials Examination | 23 January 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2013 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Anthony R Colancecco
- CRD
- 6247436
- Firm
- Discipline Wealth Solutions · CRD 315846
- Role
- Chief Compliance Officer
- Office
- 15 HALTON GREEN WAY, Greenville, SC 29607
- Registration
- Investment adviser registration
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Anthony Colancecco work?
Anthony Colancecco has been Chief Compliance Officer of Discipline Wealth Solutions, Inc. since February 2024, and is a control person of the firm.
Is Anthony Colancecco a financial advisor?
Yes. Anthony Colancecco has a current investment-adviser registration in North Carolina, South Carolina and Texas, through Discipline Wealth Solutions since December 2023.
How many years of experience does Anthony Colancecco have?
Anthony Colancecco has 13 years in the financial industry, since September 2013, across 4 adviser firms.
What exams has Anthony Colancecco passed?
Anthony Colancecco has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in August 2013.
Where did Anthony Colancecco work before Discipline Wealth Solutions?
Before Discipline Wealth Solutions, Anthony Colancecco was registered through Apexium Financial LP, October 2016 to April 2017; Efficient Advisors, September 2013 to October 2019.
Where is Anthony Colancecco based?
Anthony Colancecco’s registered office is in Greenville, SC.
Is Anthony Colancecco registered with FINRA?
No. Anthony Colancecco has no current broker registration.
How can I verify Anthony Colancecco’s record?
Search CRD 6247436 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Colancecco’s full registration record.