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Anthony Anderson

14 Years of Experience
Broadview Heights, OH
Broker

Anthony Anderson is a registered investment advisor at Raymond James & Associates, INC., based in Broadview Heights, OH, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6001 Royalton Rd, Suite 210, Broadview Heights, OH, 44147

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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 is a director for Club Molisani Charities, a non-profit organization, since 2018. He dedicates minimal time per week to organizing activities, providing oversight, and volunteering at fundraising events.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2023 - Present · 3 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - April 2023 · 11 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2012 - April 2023 · 11 yrs 1 mo
L.M. Kohn & Company
November 2011 - November 2011 · 0 mos
L.M. Kohn & CompanyBroker
June 2011 - November 2011 · 5 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Anthony Anderson - Financial Advisor | TrueAdvisor