Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Anthony Polizzi, financial advisor San Francisco CA
93 score

Anthony Polizzi

CRD Number: 4492512
Current Firm: Atlas Capital Advisors LLC

Anthony Polizzi (CRD# 4492512) is an Investment Advisor Representative working at Atlas Capital Advisors LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Atlas Capital Advisors LLC San Francisco, CA Jul 2012 - Current 4
Self Employed Burlingame, CA Nov 2011 - Jun 2012 < 1
Park Avenue Securities LLC San Francisco, CA Sep 2011 - Nov 2011 < 1
Guardian Life Insurance Co San Francisco, CA Jul 2011 - Nov 2011 < 1
Atlas Capital San Francisco, CA Jan 2010 - Jul 2011 1
Lawson Financial Corporation Phoenix, AZ May 2009 - Oct 2009 < 1
Advanced Equities San Francisco, CA Apr 2008 - May 2009 1
Promenade Capital Los Angeles, CA Jan 2007 - Apr 2008 1
Blackwater Capital Group Santa Monica, CA Oct 2004 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Mar 2010
S66 NASAA Uniform Combined State Law Examination Apr 2002
Contact Info for Anthony T. Polizzi
Phone Number: 415-354-2400
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States


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