AW
AW

Anthony Woodley

4 Years of Experience
Wayzata, MN
Broker

Anthony Woodley is a registered investment advisor at Cetera Investment Advisers LLC, based in Wayzata, MN, with 4 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

120 Broadway Avenue S, Suite 200, Wayzata, MN, 55391

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Anthony is a financial professional at Sterling Retirement Resources, Inc. since 2021, providing financial services. This takes about a quarter of his time, including during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
March 2022 - Present · 4 yrs 4 mos
Cetera Wealth Services, LLC
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
State Registrations1 state
MN
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.