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Anthony Krncevic

15 Years of Experience
Toledo, OH
Broker

Anthony Krncevic is a registered investment advisor at Cetera Investment Advisers LLC, based in Toledo, OH, with 15 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Toledo, OH

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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 organizes monthly car shows and social gatherings for automobile enthusiasts, dedicating minimal time to this hobby. He also volunteers as a finance council member for a Catholic parish, spending minimal time reviewing the church's budget and expenses.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Advisors LLC
August 2024 - Present · 1 yr 9 mos
Cetera Financial Specialists LLC
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLC
August 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLC
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Financial Specialists LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Avantax Advisory Services
July 2022 - September 2025 · 3 yrs 2 mos
Avantax Investment Services, INC.Broker
July 2022 - September 2025 · 3 yrs 2 mos
Royal Alliance Associates, INC.
November 2014 - May 2022 · 7 yrs 6 mos
Royal Alliance Associates, INC.Broker
July 2014 - May 2022 · 7 yrs 10 mos
PNC Investments
July 2011 - June 2014 · 2 yrs 11 mos
PNC InvestmentsBroker
July 2011 - June 2014 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2010 - June 2011 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2010 - June 2011 · 1 yr 3 mos
State Registrations2 states
OHTX
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.
Anthony Krncevic - Financial Advisor | TrueAdvisor