Anthony Shatley, financial advisor Oakmont PA

Anthony Shatley

CRD Number: 6832610
Current Firm: Commonwealth Financial Network

Anthony Shatley (CRD# 6832610) is an Investment Advisor Representative working at Commonwealth Financial Network in Oakmont, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Financial Strategies Wexford, PA Jul 2023 - Current < 1
Commonwealth Financial Network Waltham, MA Jul 2023 - Current < 1
Citizens Securities, Inc. Pittsburgh, PA Jun 2020 - Jul 2023 3
Citizens Securities, Inc. Mars, PA Jul 2017 - Jun 2020 2
Citizens Bank Mars, PA Jul 2017 - Jun 2020 2
Citizens Bank Saxonburg, PA Feb 2017 - Jul 2017 < 1
Gamestop Butler, PA Aug 2013 - Feb 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2017
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Anthony K. Shatley
Phone Number: 781-736-0700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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