Anthony Potestad (CRD# 7517683) is an Investment Advisor Representative working at Morgan Stanley in Miami Beach, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Miami Beach, FL | Apr 2024 - Current | < 1 |
| Morgan Stanley | Temple Terrace, FL | Jan 2023 - Apr 2024 | 1 |
| Morgan Stanley | Temple Terrace, FL | Sep 2023 - Sep 2023 | < 1 |
| E*trade Securities LLC | Temple Terrace, FL | May 2022 - Sep 2023 | 1 |
| Florida Realty Of Miami | Miami, FL | Apr 2021 - May 2022 | 1 |
| Potestad Investments, LLC | Miami, FL | Jan 2021 - May 2022 | 1 |
| Dinasty Appraisals LLC | Miami, FL | Aug 2016 - May 2022 | 5 |
| St Thomas University | Miami, FL | Oct 2020 - Dec 2021 | 1 |
| Florida International University | Miami, FL | Jun 2018 - Aug 2020 | 2 |
| St. Thomas University | Miami, FL | Aug 2015 - May 2018 | 2 |
| The Sports Authority | Miami, FL | Jan 2015 - Aug 2016 | 1 |
| Miami Christian School | Miami, FL | Aug 2014 - May 2015 | < 1 |
| Michael Kors | Miami, FL | Nov 2014 - Jan 2015 | < 1 |
| John A Ferguson Senior High School | Miami, FL | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- FL
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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