Anthony
Szefler
Independent Solutions Wealth Management, LLC
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About this Advisor
Anthony Szefler is a financial advisor who works in Buffalo, New York who has 1 year of relevant experience. Szefler currently works for Independent Solutions Wealth Management, LLC. Throughout their career, Szefler has worked at Peak Brokerage Services, LLC, The Financial Guys, University At Buffalo, Erie Cc, Lancaster High School, Blackridge Asset Management, Independent Solutions Wealth Management, LLC and Tony Walker. Szefler has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New York. Independent Solutions Wealth Management, LLC is a business that has its headquarters in Buffalo, NY. The investment advisory business has a total of 18 people on staff. It controls $838 million in assets under management across its 5,408 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 5,408 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. The company provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules vary depending on the type of services. Fee types billed by Independent Solutions Wealth Management, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Solutions Wealth Management, LLC Brokerage Details
$838,414,200
18
5,408
$155,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Anthony Szefler Work History
Anthony has been registered as a financial advisor for 1 years.*
Independent Solutions Wealth Management, LLC
Peak Brokerage Services, LLC
The Financial Guys
Blackridge Asset Management
University At Buffalo
Erie Cc
Tony Walker
Lancaster High School
*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 Szefler 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 Independent Solutions Wealth Management, LLC
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
San Diego, CA
Buffalo, NY
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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