Michael
Anastasia

Securities America Advisors, Inc

CRD#2181340
Investment Advisor
in Buffalo, NY

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About this Advisor

Michael Anastasia is a financial advisor operating out of Buffalo, New York with a total of 2 years of industry experience. Anastasia is currently employed by Securities America Advisors, Inc. During their career, Anastasia has held roles at Massmutual, Mml Investors Services Inc, Securities America Advisors and Securities America Inc. Anastasia maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in New York. Securities America Advisors, Inc is a registered investment business based in La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 people on staff. It manages $38 billion in assets across its 200,228 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 200,228 customer accounts, just 5% belong to high-net-worth clients who have more than $1 million in assets. The firm offers a number of services, including 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. Financial advisory fees usually depend on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

3820 Sheridan Drive
Buffalo, NY 14226

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

NY Average: $1,978,216,465
Total Number of Employees

3,748

NY Average: 226
Total Number of Accounts

200,228

NY Average: 7,467
Average Account Size

$190,602

NY Average: $264,928

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

Michael Anastasia Work History

Michael has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Securities America Advisors

2020 - Present (4 years)

Securities America Inc

2007 - 2020 (13 years)

Massmutual

2007 - 2020 (13 years)

Mml Investors Services Inc

*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 Michael Anastasia 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 Securities America Advisors, Inc

James Belenis
Davis, CA
Susan Roberts
La Vista, NE
Stephen Koessl
Frisco, TX
Derek Bohne
Midvale, UT
Lee Bashforth
Costa Mesa, CA
Wesley Hodges
Charlotte, NC
Steven Juul
Spokane, WA
Andi Yao
Burlingame, CA

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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