Anthony Szurlej, financial advisor Johnstown PA

Anthony Szurlej

CRD Number: 7432530
Current Firm: Avantax Advisory Services

Anthony Szurlej (CRD# 7432530) is an Investment Advisor Representative working at Avantax Advisory Services in Johnstown, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investmentservices, Inc. Johnstown, PA Jan 2022 - Current < 1
Avantax Advisory Services Johnstown, PA Jan 2022 - Current < 1
Avantax Insurance Services,llc Johnstown, PA Jan 2022 - Current < 1
Avantax Insurance Agency And/or Avantax Insurance Services Johnstown, PA Jan 2022 - Current < 1
Perspective Wealth Planning Johnstown, PA Aug 2021 - Current < 1
Perspective Wealth Planning, Llc Dba Johnstown, PA Aug 2021 - Current < 1
Cetera Advisor Networks El Segundo, CA Aug 2021 - Jan 2022 < 1
Cetera Advisor Networks El Segundo, CA Aug 2021 - Nov 2021 < 1
Unemployed Coraopolis, PA May 2021 - Jul 2021 < 1
University Of St. Thomas St. Paul, MN Sep 2020 - Apr 2021 < 1
Junior Hockey Janesville, WI Jan 2018 - Sep 2020 2
Montour High School Mckees Rocks, PA Sep 2013 - May 2018 4
Middle School Mckees Rocks, PA Jan 2011 - Sep 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Anthony Szurlej
Phone Number: 972-870-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    34,341
    MILLIONS
  • Total Number of Accounts
    111,856
    ACCOUNTS
  • Average Account Value
    $307,006
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • 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, WY

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