Anthony Szefler (CRD# 7308712) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 3 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Solutions Wealth Management, LLC | Williamsville, NY | Dec 2022 - Current | 1 |
| Peak Brokerage Services, LLC | Jupiter, FL | Oct 2020 - Current | 3 |
| The Financial Guys | Buffalo, FL | Oct 2020 - Current | 3 |
| Blackridge Asset Management | Jupiter, FL | Jun 2021 - Dec 2022 | 1 |
| Unemployed | Lancaster, NY | May 2020 - Sep 2020 | < 1 |
| University At Buffalo | Buffalo, NY | Jan 2017 - May 2020 | 3 |
| Tony Walker | Williamsville, NY | Apr 2016 - Mar 2020 | 3 |
| Erie Cc | Williamsville, NY | Jul 2016 - Dec 2016 | < 1 |
| Lancaster High School | Lancaster, NY | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2021 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- NY
-
Total Assets Under Management954MILLIONS
-
Total Number of Accounts5,873ACCOUNTS
-
Average Account Value$162,409
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, KS, LA, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.