Firm History
Our History
Summer 1996 – Humble Beginnings
Anthony begins working in the financial industry at an insurance broker dealer of a New England based financial services company. He served in various administrative capacities, “learning the ropes”. Starting at the bottom rung of the ladder provides him with a well rounded education in financial planning, which was still in it’s early developmental stages in the 1990’s and changing rapidly with the development of the internet. Eventually his focus will be on creating written financial plans for the advisors he served and ultimately he serves as Vice President of Financial Planning for the Tarrytown office of VeraVest Investments Inc.
Nov 4, 1996
Anthony successfully passes his Series 63 - Uniform Securities Agent State Law Examination
May 8, 1997
Anthony successfully passes his Series 7 - General Securities Representative Examination
May 9, 1997
Begins doing business as a newly minted stock broker, joining Josephthal and the VeraVest Investments
June 12, 2002
Anthony’s first visit to the NYSE floor.
Sep 4, 2003
Anthony successfully passes his Series 24 - General Securities Principal/Supervisory Examination
November 26, 2003
He registers with Royal Alliance Associates as an independent advisor
December 1, 2003
Anthony establishes Soundview Capital Management determined that his company would treat associates as partners and treat clients fairly by offering appropriate, quality investments. The firm’s office opens in downtown Mamaroneck, New York in the heart of the city’s harbor business district. The space consisted of a single room in the attic of an old harbor house, furnished with three cubicles and a conference table.
Mar 4, 2004
Series 66 - Uniform Combined State Law Examination
August 4, 2005
The firm is rebranded as Anthony P. Longobucco Associates, in an effort to maintain the personalized boutique client-focused service once found in the private banks and investment firms of an earlier age he rebrands the firm and moves to more professional space at 550 Mamaroneck Avenue, Suite 310, Harrison, NY 10543.
September 2006
Publishes our first client newsletter.
January 26, 2007
Move to Suite 307
November 9, 2015
Moved to Suite 402
June, 2016
Relaunch of new and improved firm web site - www.apl-associates.com
January, 2019
Firm begins offering financial planning clients personal web sites to enhance wealth management services
April, 2020
First firm fund raising effort to help those families in Westchester struggling with food insecurity, Over $2,000 raised for local food bank "Feeding Westchester"
Annual New Year and Mid Year Letter Series Begins, 2020
