AS
AS

Anthony Sherlag

4 Years of Experience
Huntington, NY
Broker

Anthony Sherlag is a registered investment advisor at Embassy Asset Management LP, based in Huntington, NY, 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 3 clients with $430M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$426.7M
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Location

Huntington, NY

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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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Employment History
Current Registrations
Embassy Asset Management LP
September 2025 - Present · 8 mos
Imst Distributors, LLCBroker
August 2025 - Present · 9 mos
Imst Distributors, LLC
August 2025 - Present · 9 mos
Previous Registrations
Metric Financial, LLCBroker
October 2024 - July 2025 · 9 mos
Peachtree PC Investors, LLCBroker
May 2023 - October 2024 · 1 yr 5 mos
Howard Capital Management, INC.
March 2021 - March 2023 · 2 yrs
State Registrations51 states
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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 Sherlag - Financial Advisor | TrueAdvisor