AV
AV

Anthony Vignali

17 Years of Experience
Saint Augustine, FL
Broker

Anthony Vignali is a registered investment advisor at Truist Advisory Services, INC., based in Saint Augustine, FL, with 17 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2018 advisors
Number of Clients
124,359 clients
Average Client Portfolio
$545K average
Assets Under Management
$67.7B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.

The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.

Loading...

Location

1850 Us Highway 1 S, Saint Augustine, FL, 32084

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Truist Advisory Services, INC.
April 2023 - Present · 3 yrs 1 mo
Truist Investment Services, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2016 - April 2023 · 6 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 2015 - April 2023 · 7 yrs 6 mos
Hsbc Securities (USA) INC.Broker
March 2013 - May 2014 · 1 yr 2 mos
Metlife Securities INC.Broker
March 2010 - June 2011 · 1 yr 3 mos
Sonic Technologies LLCBroker
December 2001 - April 2002 · 4 mos
Liberty Discount Broker, INC.Broker
October 2000 - January 2002 · 1 yr 3 mos
U.S. Securities & Futures CORP.Broker
September 1998 - May 2001 · 2 yrs 8 mos
Dean Witter Reynolds INC.Broker
January 1998 - July 1998 · 6 mos
Earnhardt CO., INC.Broker
May 1997 - August 1997 · 3 mos
State Registrations1 state
FL
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.