Dustin Anewalt, financial advisor Cranberry Township PA

Dustin Anewalt

CRD Number: 6698577
Current Firm: Advice And Planning Services

Dustin Anewalt (CRD# 6698577) is an Investment Advisor Representative working at Advice And Planning Services in Cranberry Township, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Cranberry Township, PA May 2021 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Cranberry Township, PA May 2021 - Current 2
First Commonwealth Wexford, PA Aug 2016 - May 2021 4
Infinex Investments, Inc. Meriden, CT Aug 2016 - May 2021 4
Underwriters Brokerage Service Pittsburgh, PA Jul 2014 - Aug 2016 2
Keystone Ridge Designs Butler, PA May 2013 - Jul 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Dustin J. Anewalt
Phone Number: 212-490-9000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    32,677
    MILLIONS
  • Total Number of Accounts
    73,602
    ACCOUNTS
  • Average Account Value
    $443,967
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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