John Szalay, financial advisor Boerne TX

John Szalay

CRD Number: 4268345
Current Firm: Advisors Asset Management, Inc.

John Szalay (CRD# 4268345) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Boerne, TX and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Advisors Asset Management, Inc. San Antonio, TX Feb 2003 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for John Z. Szalay
Phone Number: 719-488-9956
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,823
    MILLIONS
  • Total Number of Accounts
    1,677
    ACCOUNTS
  • Average Account Value
    $1,683,361
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, VA, VT, WA, WI

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