Anthony Gressick, financial advisor Franklin TN
89 score

Anthony Gressick

CRD Number: 6147768
Current Firm: Strategic Advisers, Inc.

Anthony Gressick (CRD# 6147768) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Franklin, TN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Franklin, TN Jun 2015 - Current 1
Ftb Advisors, Inc. Franklin, TN May 2015 - Jun 2015 < 1
Metlife Securities Inc. Franklin, TN Feb 2013 - May 2015 2
Aarons Inc. Columbus, OH May 2009 - Feb 2013 3
Beeper Vibes Lancaster, OH Jan 2009 - Apr 2009 < 1
Cincinnati Reds Cincinnati, OH Jun 2006 - Dec 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Anthony L. Gressick
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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