Anthony Picerni
Wealth Advisor at Credent Wealth Management at Credent Wealth Management | Detroit Metropolitan Area, United States
Anthony Picerni’s Email & Phone Number
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Wealth Advisor at Credent Wealth Management at Credent Wealth Management in May 2025 - Present
Regional Vice President - Divisional Retirement Plan Counselor at Capital Group in June 2022 - May 2025
Institutional Relationship Specialist at Capital Group in August 2018 - May 2022
Internal Wholesaler at Capital Group in January 2015 - August 2018
Securities Specialist at UBS in July 2011 - October 2013
Senior Associate at UBS in November 2008 - July 2011
Financial Advisor at Ameriprise Financial Services, Inc. in February 2007 - February 2008
Intern at UBS in December 2005 - May 2006
Fairleigh Dickinson University, Bachelor's degree, August 2026
Advisors Who Care as Much as You Do // At Credent Wealth Management, we help hardworking Americans maintain their standard of living without worrying about money for the rest of their lives. Our fee-only, fiduciary approach means you receive transparent, conflict-free advice focused entirely on your goals. Through our team-based structure, you'll work with dedicated wealth professionals who collaborate to create your comprehensive financial plan, providing clarity through life's most important financial events. As a partner-owned, partner-led firm with consistent standards and service, we're building something that lasts — a "forever firm," where your relationship with us transcends any individual advisor. We provide proactive guidance that helps you focus on what you can control while navigating what you cannot. Ready to experience the Credent difference? Contact us today to discover how our caring approach can change your financial life. Investment advice offered through CX Institutional, a registered investment advisor.
Discover more about Credent Wealth ManagementPartner Integration Associate @ Credent Wealth Management | ABA-Certified Paralegal | Pre-Law Finance Student at the University of Texas at Dallas
Vice President of External Affairs | Philanthropy Chair | Rush Chair | Social Chair at Sigma Sigma Rho Sorority, Inc.
(January 2024 – Present)
Talent Acquisition Specialist at Credent Wealth Management
Signals Intelligence Planner for 38th ID DHHB in Indianapolis, IN
Promoted from First Lieutenant to Captain in September 2023
Deployed to Kuwait, UAE, & Jordan in support of Operation Enduring Freedom from Sep 2024 - Aug 2025
Appointed Alpha Company Commander for 38th ID DHHB ...
Senior Recruiter | Relationship Builder | Unapologetically Me | Follow Me for What’s Momma Makin’
“CX Institutional, doing business as Credent Wealth Management, offers a multiple strategy platform that operates on three main pillars aimed at objectivity, strategy diversification, and on-going education. By employing a non-emotional and quantitative process, our platform...
Wealth Manager at Credent Wealth Management
Erik M. Herstad is a Financial Advisor at Credent Wealth Management, having joined the firm in early 2016. His role is primarily focused in the area of business development centered around worksite solutions. He works with business owners and human resource representatives to ...
Transformational IT & PMO Leader | ERP & Applications Strategy | Delivering Complex Programs | Building High-Impact Teams | Driving Business Results
CX Institutional, doing business as Credent Wealth Management, offers a multiple strategy platform that operates on three main pillars aimed at objectivity, strategy diversification, and on-going education. By employing a non-emotional and quantitative process, our platform pr...
Chief Executive Officer at Credent Wealth Management
CX Institutional, doing business as Credent Wealth Management, offers a multiple strategy platform that operates on three main pillars aimed at objectivity, strategy diversification, and on-going education. By employing a non-emotional and quantitative process, our platform pr...
What is Anthony Picerni email address?
Email Anthony Picerni at [email protected] and [email protected]. This email is the most updated Anthony Picerni's email found in 2026.
How to contact Anthony Picerni?
To contact Anthony Picerni send an email to [email protected] or [email protected]. (updated on August 31, 2025)
What company does Anthony Picerni work for?
Anthony Picerni works for Credent Wealth Management.
What is Anthony Picerni's role at Credent Wealth Management?
Anthony Picerni is Wealth Advisor at Credent Wealth Management
What industry does Anthony Picerni work in?
Anthony Picerni works in the Investment Management industry.
