Anthony
Valeri

Zions Capital Advisors, Inc

CRD#2446578
Investment Advisor
in San Diego, CA
Are you Anthony Valeri? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Anthony Valeri is a financial advisor whose office is in San Diego, California. Currently a registered advisor with Zions Capital Advisors, Inc, they have accumulated an impressive 25 years of practice as a financial advisor. Valeri maintains a Series 63 license, which designates them as a securities agent. Valeri can advise customers based out of California. Their career trajectory has included roles at Zions Capital Advisors, Linsco/Private Ledger Corp and Lpl Financial. Zions Capital Advisors, Inc is based out of San Diego, California. As an advisory firm, Zions Capital Advisors, Inc oversees $837 million in assets across 112 accounts and retains 11 staff members. The amount of assets the firm manages places it among the bigger firms in the United States. The firm manages 96 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Zions Capital Advisors, Inc can provide portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

25 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

4320 La Jolla Village Drive Suite 140
San Diego, CA 92122

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Zions Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$837,157,862

CA Average: $693,624,108
Total Number of Employees

11

CA Average: 12
Total Number of Accounts

112

CA Average: 1,115
Average Account Size

$7,474,624

CA Average: $622,084

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Anthony Valeri Work History

Anthony has 25 years of experience.

2017 - Present (2 years)

Zions Capital Advisors

1994 - Present (25 years)

Linsco/Private Ledger Corp

1993 - 2016 (23 years)

Lpl Financial

Disclosures

Anthony Valeri has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started