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Detailed Report
ANTONIO GREGORIO SCALETTI
ANTONIO SCALETTI
CRD#: 6060945
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Investment Adviser
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Previous Broker
CREATIVE PLANNINGCRD#: 105348 Rocklin, CA
Registration History
201220142016201820202022202420262 FIRMS2015 - 2015 (<1 year)IACREATIVE PLANNING (CRD# 105348)2022 - Present (2 years)BWADDELL & REED, INC. (CRD# 866)2012 - 2013 (<1 year)IAWADDELL & REED (CRD# 866)2013 - 2013 (<1 year)
License(s)

State Registrations

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California 6/30/2022
Current Registration(s)
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CREATIVE PLANNING (CRD#:105348)
Rocklin, CA
Registered with this firm since 6/30/2022
Previous Registration(s)
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 03/18/2015 - 07/13/2015 MML INVESTORS SERVICES, LLC (CRD#:10409) WALNUT CREEK, CA
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 02/12/2015 - 07/13/2015 MML INVESTORS SERVICES, LLC (CRD#:10409) WALNUT CREEK, CA
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 04/12/2013 - 07/24/2013 WADDELL & REED (CRD#:866) CONCORD, CA
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 10/19/2012 - 07/24/2013 WADDELL & REED, INC. (CRD#:866) CONCORD, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.