Zions Capital Advisors, Inc
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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
Years of Experience
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Zions Capital Advisors, Inc Brokerage Details
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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.
Zions Capital Advisors
Linsco/Private Ledger Corp
Anthony Valeri has no disclosures.
Please visit their SEC profile for more details.