Anthony DietrichCRD Number: 2731386
Current Firm: Blackridge Asset Management, LLC
Anthony Dietrich (CRD# 2731386) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Gainesville, VA and has over 26 years of experience in the finance industry.
David Wealth Management, LLC
Grove Point Advisors, LLC
Reframe Wealth, LLC
|Blackridge Asset Management||Williamsville, NY||Apr 2018 - Current||4|
|Peak Brokerage Services, LLC||Palm Beach Gardens, FL||Apr 2018 - Current||4|
|Toler Management, LLC||Gainsville, VA||Oct 2012 - Current||10|
|Asset Planning Strategies||Gainesville, VA||Oct 2009 - Current||13|
|Retirement Wealth Advisors, Inc.||Jenison, MI||Feb 2014 - Apr 2018||4|
|Wunderlich Securities, Inc.||Hartville, OH||Mar 2007 - Nov 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1996|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management709MILLIONS
Total Number of Accounts4,504ACCOUNTS
Average Account Value$157,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, IL, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WI
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