Anthony Soldano has been an investment adviser representative at William Joseph Capital Management since September 2026, and is not listed among the firm’s executive officers or direct owners.
William Joseph Capital Management, Inc. is a Bristol, CT firm with $694M under management, 1,879 clients and 27 advisers across 28 offices, as of its March 2026 filing.
Anthony Soldano is Investment Advisor Representative at William Joseph Capital Management. He has worked in the financial services industry since 2005. He works with employers on the design, implementation and ongoing management of employer-sponsored retirement plans, including employee education and plan reviews, and with individual clients on investments, retirement planning and risk management.
- – present · under a yearIslip, NY · Adviser representative · Firm CRD 226535
Investment adviser representative registrations
Anthony Soldano is registered as an investment adviser representative in New York, since September 2026.
- New YorkSince 2 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5232153
- Firm
- William Joseph Capital Management · CRD 226535
- Office
- Islip, NY
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williamjosephcapital.com
Where does Anthony Soldano work?
Anthony Soldano is an investment adviser representative registered through William Joseph Capital Management, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Anthony Soldano a financial advisor?
Yes. Anthony Soldano has a current investment-adviser registration in New York, through William Joseph Capital Management since September 2026.
How many years of experience does Anthony Soldano have?
Anthony Soldano has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Anthony Soldano passed?
Anthony Soldano passed the Series 65 in June 2026.
Where is Anthony Soldano based?
Anthony Soldano’s registered office is in Islip, NY.
Is Anthony Soldano registered with FINRA?
No. Anthony Soldano has no current broker registration.
How can I verify Anthony Soldano’s record?
Search CRD 5232153 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Soldano’s full registration record.
