Sterling Bridge Financial Group office
Anthony Landi

Anthony Landi

Sterling Bridge Financial Group

Tampa, FL
FINRA VerifiedFiduciary

Overview

Anthony Landi is a seasoned financial advisor at Sterling Bridge Financial Group, based in Tampa, FL. With over seven years of diverse experience, Anthony specializes in retirement planning, investment management, and tax planning. He holds several prestigious certifications, including CFP and ChFC, and is well-versed in the complexities of financial markets. His commitment to building meaningful relationships with clients allows him to deliver tailored strategies that align with their personal goals and aspirations. Anthony’s approach is rooted in the Sterling R.I.G.H.T Process™, which prioritizes understanding each client’s unique circumstances and objectives. He believes that financial planning should not only prepare individuals for retirement but also empower them to enjoy their lifestyles without fear of financial uncertainty. By breaking down complex financial concepts into actionable steps, he aims to bridge the gap between knowledge and confidence, enabling clients to navigate their financial futures with ease. Whether guiding clients through market volatility or assisting in legacy planning, Anthony is dedicated to being a trusted ally on their financial journey.

Firm Details

Experience

7 yrs

AUM

N/A

Minimum

$500K

Fee Type

Fee-Based

Specialties

Retirement PlanningInvestment ManagementTax Planning

Certifications & Licenses

FiduciaryCFPChFCSeries 7Series 66

Regulatory Information

CRD Number

5303617

View on BrokerCheck
FINRA Verified

Disclosures

Clean Record

No complaints, regulatory actions, or disclosures found

Fee Structure

Assets Under Management (AUM) Fee

$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%

Account minimum: $500K

Hourly Consultation

$150 - $299per hour

Work History

Sterling Bridge Financial GroupCurrent

Managing Director / Financial Advisor

Dec 2017 - Present8 years

Charles Schwab

Senior Financial Advisor

Dec 2013 - Nov 20173 years

Fidelity Investments

Financial Advisor

Aug 2009 - Feb 20133 years

Edward Jones

Financial Advisor

Dec 2004 - Nov 20094 years

Office Locations

Sterling Bridge Financial Group

Primary

Tampa, FL

Key Team Members

Anthony Landi

Anthony Landi

Financial Advisor