Anthony Privetera has been Managing Director of Caleo Capital N.A. since June 2023, is a control person of the firm and directly owns between 10% and 25% of it.
Caleo Capital N.A. LLC is a Ponte Vedra, FL firm with $112M under management, 119 clients and 4 advisers across 2 offices, as of its April 2026 filing.
Anthony Privetera’s longest registration was 7 years at Morgan Stanley (2009–2017). Before joining Caleo Capital N.A. in 2023, Anthony Privetera was registered through Cetera Advisors LLC and Morgan Stanley.
- Caleo Capital N.A. LLCCurrent– present · 2 yearsHamilton, NJ · Adviser representative · Firm CRD 308542
- Cetera Advisors LLC– · 6 yearsWall, NJ · Adviser representative · Firm CRD 10299
- Morgan Stanley– · 7 yearsLawrenceville, NJ · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 7 yearsRed Bank, NJ · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Anthony Privetera is registered as an investment adviser representative in New Jersey, since December 2023.
- New JerseySince 19 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 6 April 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 September 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 July 1984 |
| Series 7 | General Securities Representative Examination | 19 May 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Anthony Cesare Privetera
- CRD
- 1260255
- Firm
- Caleo Capital N.A. · CRD 308542
- Role
- Managing Director
- Office
- 941 Whitehorse-Mercerville Road, Hamilton, NJ 08610
- Registration
- Investment adviser registration
- In the industry since
- November 1984
- Disciplinary history
- Not yet shown here · SEC record
Where does Anthony Privetera work?
Anthony Privetera has been Managing Director of Caleo Capital N.A. LLC since June 2023, and is a control person of the firm.
Is Anthony Privetera a financial advisor?
Yes. Anthony Privetera has a current investment-adviser registration in New Jersey, through Caleo Capital N.A. since December 2023.
How many years of experience does Anthony Privetera have?
Anthony Privetera has 41 years in the financial industry, since November 1984, across 4 adviser firms.
What exams has Anthony Privetera passed?
Anthony Privetera has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in May 1984. FINRA credited Anthony Privetera with the SIE, which began in October 2018.
Where did Anthony Privetera work before Caleo Capital N.A.?
Before Caleo Capital N.A., Anthony Privetera was registered through Cetera Advisors LLC, April 2017 to August 2023; Morgan Stanley, June 2009 to May 2017; Citigroup Global Markets Inc., May 2002 to June 2009.
Where is Anthony Privetera based?
Anthony Privetera’s registered office is in Hamilton, NJ.
Is Anthony Privetera registered with FINRA?
No. Anthony Privetera has no current broker registration.
How can I verify Anthony Privetera’s record?
Search CRD 1260255 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Privetera’s full registration record.