AS
AS

Anthony Scalia

32 Years of Experience
Plano, TX
Broker

Anthony Scalia is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Plano, TX, with 32 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 1,798 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,798 clients
Average Client Portfolio
$790K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

FourStar Wealth Advisors charges an annual fee based on the value of the portfolio under management. This fee can be structured as a graduated scale, a flat fee program, or a combination based on client needs and complexity. Alternatively, fees may be charged on an hourly basis ranging from $200 to $500 per hour, or on a project basis. Fees are billed quarterly in advance. FourStar does not impose a stated minimum account size or minimum fee for investment management.

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Location

801 E. Plano Pkwy, Plano, TX, 75074

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anthony owns and manages commercial real estate holdings through Scalia Properties and is a 50% owner/partner in Presto Storage. He is also a Managing Director at Humm Energy and a contractor for Four Star Wealth Advisors, a licensed RIA, spending a few hours per week on each.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
December 2022 - Present · 3 yrs 10 mos
Nobles & Richards, INC.
November 2020 - Present · 5 yrs 11 mos
Nobles & Richards, INC.Broker
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Gvc Capital LLCBroker
March 2018 - December 2018 · 9 mos
Woodbury Financial Services, INC.Broker
March 2017 - March 2018 · 1 yr
Green Street Trading, LLCBroker
March 2005 - April 2015 · 10 yrs 1 mo
Tag Securities, INC.Broker
January 2005 - November 2005 · 10 mos
Prudential Investment Management Services LLCBroker
February 2003 - June 2004 · 1 yr 4 mos
Nylife Distributors INC.Broker
December 2002 - January 2003 · 1 mo
Nylife Securities INC.Broker
June 1999 - December 2002 · 3 yrs 6 mos
Delaware Distributors, L.P.Broker
May 1997 - January 1999 · 1 yr 8 mos
Metlife Securities INC.Broker
July 1995 - April 1997 · 1 yr 9 mos
Metropolitan Life Insurance CompanyBroker
July 1995 - April 1997 · 1 yr 9 mos
Norwest Investment Services, INC.Broker
September 1993 - February 1995 · 1 yr 5 mos
Citicorp Investment ServicesBroker
May 1991 - August 1993 · 2 yrs 3 mos
Gna Securities, INC.Broker
February 1990 - May 1991 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1988 - March 1990 · 1 yr 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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