Anthony Slezak
Anthony Slezak is a registered investment advisor at LPL Financial LLC, based in Latrobe, PA, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2519 Ligonier Street, Latrobe, PA, 15650
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony operates Secondhalf Coach Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also works as an agent for fixed annuities and life insurance, spending a few hours per week, and co-owns Slezak Urbanik LLC (real estate rental) and Slezak Consulting Corp (business entity for tax/investment purposes only). Additionally, Anthony is a co-founder and board member of the non-profit GO2GOAL, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Second Half Coach, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Sunamerica Securities, INC.Broker
Fsc Securities CorporationBroker
Commonwealth Equity Services, INC.Broker
J. T. Moran & CO., INC.Broker
Buttonwood Securities Corporation of MassachusettsBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.