Anthony Fontana II
Advisor at Gradient Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Gradient Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pittsburgh, PA 15235
Credentials
Series 65
Industry experience
3 years
Anthony Fontana II is a financial advisor at Brookstone Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked in life insurance and annuity sales since 2017. His prior roles include positions at Annuity IQ, LLC, Fontana Financial Services, LLC, and AE Wealth Management, LLC. Outside of his advisory work, he operates Annuity IQ, LLC, focusing on life insurance and annuity sales. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a combination of active and passive strategies within a networked structure and offers additional services such as financial planning and insurance solutions.
Based on Gradient Advisors, LLC
Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).
201 Penn Center Blvd, Suite 400
Pittsburgh, PA 15235
Pennsylvania
Gradient Advisors, LLC
2026 - Present (1 year)
Brookstone Capital Management
2024 - 2026 (2 years)
Annuity IQ, LLC
2023 - Present (3 years)
Fontana Financial Services, LLC
2023 - Present (3 years)
AE Wealth Management, LLC
2023 - 2024 (1 year)
Tony Fontana - Independent Agent
2017 - 2026 (9 years)
OGI Technology
2015 - 2017 (2 years)
Dynamo Geospatial Solutions, LLC
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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