Anthony Anzer
Anthony Anzer is a registered investment advisor at Cetera Investment Advisers LLC, based in Mason, OH, with 33 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Mason, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2016Other Business ActivitiesSells Insurance
Anthony is an insurance agent selling life, health, annuities, and long-term care insurance since 1992, dedicating minimal time to this. He also owns Anzer Wealth Planning & Financial Counsel since 2021, where he provides financial services, taking about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations9 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.