Anthony Filberto has been Chief Investment Officer of Cross Staff Investments since August 2014, is a control person of the firm and directly owns under 5% of it.
Cross Staff Investments Inc. is a Pittsford, NY firm with $443M under management, 434 clients and 3 advisers in one office, as of its May 2026 filing.
Anthony Filberto’s longest registration is the current one, 12 years at Cross Staff Investments since 2014. Before joining Cross Staff Investments in 2014, Anthony Filberto was registered through Wall Street Financial Group, Inc.
- – present · 12 yearsPittsford, NY · Adviser representative · Firm CRD 165984
- Wall Street Financial Group, Inc– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 35830
Investment adviser representative registrations
Anthony Filberto is registered as an investment adviser representative in New York, since February 2021.
- New YorkSince 14 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 February 2014 |
| Series 7 | General Securities Representative Examination | 24 January 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 November 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 September 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 July 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Anthony Joseph Filberto
- CRD
- 4551510
- Firm
- Cross Staff Investments · CRD 165984
- Role
- Chief Investment Officer
- Office
- 115 SULLYS TRAIL, SUITE 8, Pittsford, NY 14534
- Registration
- Investment adviser registration
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Anthony Filberto work?
Anthony Filberto has been Chief Investment Officer of Cross Staff Investments Inc. since August 2014, and is a control person of the firm.
Is Anthony Filberto a financial advisor?
Yes. Anthony Filberto has a current investment-adviser registration in New York, through Cross Staff Investments since August 2014.
How many years of experience does Anthony Filberto have?
Anthony Filberto has 13 years in the financial industry, since September 2013, across 2 adviser firms.
What exams has Anthony Filberto passed?
Anthony Filberto has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 66. The earliest, the Series 6, was passed in July 2002. FINRA credited Anthony Filberto with the SIE, which began in October 2018.
Where did Anthony Filberto work before Cross Staff Investments?
Before Cross Staff Investments, Anthony Filberto was registered through Wall Street Financial Group, Inc, November 2007 to September 2008.
Where is Anthony Filberto based?
Anthony Filberto’s registered office is in Pittsford, NY.
Is Anthony Filberto registered with FINRA?
No. Anthony Filberto has no current broker registration.
How can I verify Anthony Filberto’s record?
Search CRD 4551510 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Filberto’s full registration record.