Anthony
Stella

Western International Securities, Inc

CRD#435090
Investment Advisor
in Crystal Bay, NV

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Anthony Stella is a financial advisor based in Crystal Bay, Nevada, working with Western International Securities, Inc. Anthony has previously held positions at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Inc, and Western International Securities, Inc. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Illinois, Nevada, Oklahoma, Texas, and Washington. Currently, Anthony is part of Western International Securities, Inc, which operates out of Crystal Bay, Nevada. The firm has 87 offices and 461 employees. The firm manages assets totaling $3.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western International Securities, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Crystal Bay, NV

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.

Western International Securities, Inc Brokerage Details

Total Assets Under Management

$3,687,422,987

NV Average: $7,578,581,321
Total Number of Employees

461

NV Average: 43
Total Number of Accounts

12,197

NV Average: 3,727
Average Account Size

$302,322

NV Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Anthony Stella Work History

2020 - Present (4 years)

Western International Securities, Inc

2017 - 2019 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2017 (6 years)

Morgan Stanley

Disclosures

Please visit the SEC profile of Anthony Stella 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 Western International Securities

Isela Ortega-Wu
Pasadena, CA
Kimberley Last
Grand Junction, CO
Albert Pette
Pasadena, CA
Patrick Mcgrath
Uniondale, NY
Gilbert Good
Westlake Village, CA
Robert Powell
Pasadena, CA
Dylan Johnson
Newport Beach, CA
Risa Scott-Smith
Santa Rosa, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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

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