Effective Date: June 28, 2026
Item 1: Introduction
Antonio, CFA is dually registered as both an Investment Adviser Representative with Antonio Feed Link an SEC-registered Investment Advisor, and a Registered Representative with Antonio S Amato a member of FINRA and SIPC.
Brokerage and investment advisory services and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.
Item 2: Relationships and Services
What investment services and advice can you provide me?
We offer both investment advisory and brokerage services to retail investors.
- Advisory Services: If you open an advisory account, we will provide ongoing, continuous monitoring of your investments aligned with your financial goals. You can grant us discretionary authority (allowing us to buy and sell investments without asking you in advance) or non-discretionary authority (where you make the final decision on every trade). We require a minimum account size of
$1000.00to open or maintain an advisory relationship. - Brokerage Services: If you open a brokerage account, we will provide recommendations to buy, sell, or hold securities on a transaction-by-transaction basis. You make the final call on all trades. We do not provide continuous monitoring of brokerage accounts. There is no minimum account size required to open a standard brokerage account.
- Menu of Products: We offer a broad menu of investments, including mutual funds, ETFs, equities, fixed-income instruments, and select alternative investments. We do not limit our recommendations strictly to proprietary products.
🗣️ Conversation Starter (Ask Us):
- Given my financial situation, should I choose an investment advisory service? Should I choose a brokerage service? Or should I choose both? Why or why not?
- How will you choose investments to recommend to me?
- What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?
Item 3: Fees, Costs, Conflicts, and Standard of Conduct
What fees will I pay?
You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.
- Advisory Account Fees: For advisory services, we charge an ongoing asset-based fee (a percentage of the assets under our management). This fee is billed quarterly. The more assets you have in your advisory account, the more you will pay in total dollars; therefore, we have an incentive to encourage you to increase the assets in your account.
- Brokerage Account Fees: For brokerage services, we do not charge an ongoing management fee. Instead, you pay a transaction-based fee (commissions, markups, or sales charges) every time a security is bought or sold. This gives us a financial incentive to encourage more frequent trading in your account.
- Other Fees and Costs: You may also incur third-party costs, including custodian fees, account maintenance fees, wire transfer fees, and internal fund expenses (such as underlying ETF and mutual fund expense ratios).
🗣️ Conversation Starter (Ask Us):
- Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
What are your legal obligations to me when providing recommendations? How else does your firm make money and what conflicts of interest do you have?
- When acting as an investment adviser, we must act in your best interest and not put our interest ahead of yours. This is known as a fiduciary duty.
- When providing a brokerage recommendation, we must act in your best interest and not put our financial interest ahead of yours under Regulation Best Interest (Reg BI).
However, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the recommendations we provide you. Here are some examples to help you understand what this means:
- Third-Party Payments: We receive commissions or revenue sharing from certain third-party product managers (like mutual fund families). This creates an incentive to recommend products that pay us higher distribution fees over products with lower or no fees.
- Rollover Incentives: We have a financial incentive to recommend that you roll over assets from an employer 401(k) plan into an IRA that we manage, as it increases our asset-based or transaction-based compensation.
🗣️ Conversation Starter (Ask Us):
- How might your conflicts of interest affect me, and how will you address them?
How do your financial professionals make money?
Antonio is compensated through a portion of the ongoing asset-based advisory fees collected from advisory accounts, and via transaction-specific commissions earned through brokerage product placements. He does not receive non-cash prizes, nor is his compensation tied to short-term, arbitrary sales volume contests.
Item 4: Disciplinary History
Do you or your financial professionals have legal or disciplinary history?
- Yes. We or our financial professionals have reportable legal or disciplinary history. You can visit Investor.gov/CRS for a free and simple search tool to research our firm and financial professionals.
🗣️ Conversation Starter (Ask Us):
- As a financial professional, do you have any disciplinary history? For what type of conduct?
Item 5: Additional Information
For up-to-date information, to request an up-to-date copy of this relationship summary, or to request copies of our current Form ADV Part 2A brochure, please contact us.
- Email: info@antoniofeedlink.com
🗣️ Conversation Starter (Ask Us):
- Who is my primary contact person? Is he or she a representative of an investment adviser or a broker-dealer? Who can I talk to if I have concerns about how this person is treating me?