Anthony ZaleskyCRD Number: 1282204
Current Firm: Next Financial Group, Inc.
Anthony Zalesky (CRD# 1282204) is an Investment Advisor Representative working at Next Financial Group, Inc. in Harleysville, PA and has over 33 years of experience in the finance industry. Anthony Zalesky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clothier Springs Capital Management, LLC
Academy Wealth Advisers, LLC
Sensenig Capital Advisors, Inc.
|Next Financial Group, Inc.||Houston, TX||Mar 2011 - Current||7|
|Cumberland Brokerage Corporation||Philadelphia, PA||Jan 2007 - Mar 2011||4|
|Scharf Group, LLC||Philadelphia, PA||Jan 2007 - Mar 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
|S65||NASAA Investment Advisors Law Examination||Sep 1997|
Total Assets Under Management1,650MILLIONS
Total Number of Accounts7,792ACCOUNTS
Average Account Value$211,712
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV