Anthony
Valeri
Zions Capital Advisors, Inc
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About this Advisor
Anthony Valeri is a chartered financial analyst who works in San Diego, California with a total of 6 years of relevant experience. Valeri currently works for Zions Capital Advisors, Inc. Their career trajectory has included roles at Linsco/Private Ledger Corp, Zions Capital Advisors and Lpl Financial. Valeri has a Series 63 license, certifying them as a securities broker, and is able to advise clients in California. Zions Capital Advisors, Inc is a financial advisory company that has its headquarters in Salt Lake City, UT. The investment advisory business has offices in two locations and a total of 17 financial advisors. It has $2 billion in assets under management across its 93 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm offers portfolio management for institutional clients. Fees charged by financial advisors typically are based on which services are offered. However, fees charged by Zions Capital Advisors, Inc can be comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zions Capital Advisors, Inc Brokerage Details
$1,959,976,339
17
93
$21,075,014
Investment Advisory Services
- Portfolio management for businesses or institutional clients
Anthony Valeri Work History
Anthony has been registered as a financial advisor for 6 years.*
Zions Capital Advisors
Linsco/Private Ledger Corp
Lpl Financial
*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 Valeri 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 Zions Capital Advisors, Inc
Salt Lake City, UT
Salt Lake City, UT
West Jordan, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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