AC

Anthony Angelo Cipolla

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
105 advisors
Number of Clients
3,698 clients
Average Client Portfolio
$867K average
Assets Under Management
$3.2B

Fee Structure

Diversify Advisory Services, LLC charges fees for financial planning, corporate consulting, multi-family office services, and portfolio/investment management services. Fees for financial planning and corporate consulting are negotiated. Family Office clients can engage Diversify as a fixed fee based on project or pay an annual fee for services. Sub-advisory accounts are charged an Advisory Fee negotiated between the client and the IAR, subject to a maximum annual rate of 1.75% plus a Management Fee of 0.25%.

Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
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Advisor Information

Office location

9017 S Riverside Dr., Suite 210, Sandy, UT, 84070

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2022
Pending
Other Business ActivitiesSells Insurance

Anthony sells and reviews fixed insurance products in California as an agent since 2001. This activity is not investment-related and takes about 10% of his time during business hours.

Employment History
Current Registrations
Dfpg Investments, LLC
October 2025 - Present · 3 mos
Dfpg Investments, LLCBroker
October 2025 - Present · 3 mos
Diversify Advisory Services, LLC
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Dfpg Investments, LLC
January 2023 - January 2024 · 1 yr
Eagle Strategies LLC
July 2012 - January 2023 · 10 yrs 6 mos
Nylife Securities LLCBroker
January 2003 - January 2023 · 20 yrs
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Anthony Angelo Cipolla - Financial Advisor | AdvisorDiscover