Anthony Cisek
Anthony Cisek is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 20 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
Get directionsHistory
Regulatory History (2)
Criminal
August 1995Criminal
August 1993Other Business ActivitiesSells Insurance
Anthony owns and is an agent for Cisek Capital DBA Financial Planning Associates, spending about half his time on the sale of non-variable insurance products. He also owns Cisek Art, dedicating minimal time to art creation and marketing, and works as an advisor for Oceanside Wealth Management, spending a few hours per week on marketing, design, promotion, and administration.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Newbridge Securities CorporationBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Natcity Investments, INC.
Natcity Investments, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations23 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.