Anthony
Dastice

Pfg Advisors

CRD#2448832
Investment Advisor
in Phoenix, AZ

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About this Advisor

Anthony Dastice is a financial advisor operating out of Phoenix, Arizona with 8 years of relevant experience. Dastice is currently employed by Pfg Advisors. Dastice has gained experience at Lpl Financial, LLC, Copper State Credit Union, Pfg Advisors and Securities America, Inc. Dastice maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Pfg Advisors is an advisory firm that has its headquarters in Phoenix, AZ. The company has offices in 129 locations and a total of 94 advisors. It has $2 billion in assets under management among its 9,045 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 9,045 accounts, just 10% are held by high-net-worth investors who have greater than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on the financial services provided. Fee types charged by Pfg Advisors can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16215 N 28Th Ave
Phoenix, AZ 85053

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Pfg Advisors Brokerage Details

Total Assets Under Management

$1,835,590,579

AZ Average: $1,555,372,352
Total Number of Employees

94

AZ Average: 37
Total Number of Accounts

9,045

AZ Average: 1,370
Average Account Size

$202,940

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Anthony Dastice Work History

Anthony has been registered as a financial advisor for 8 years.*

2017 - Present (7 years)

Securities America, Inc

2015 - Present (9 years)

Pfg Advisors

2009 - Present (15 years)

Copper State Credit Union

2009 - 2017 (8 years)

Lpl Financial, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Dastice to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

James Merkel
Tucson, AZ
Blake Rorbach
Scottsdale, AZ
John Griffith
Eugene, OR
Heather Schara
Albuquerque, NM
Heather Metcalf
Springfield, OR
William Batie
Albuquerque, NM
Kyle Johnson
San Diego, CA
Tyler Grantham
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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