Anthony
Lopresti
Trek Financial
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About this Advisor
Anthony Lopresti is a financial advisor operating in Medina, Ohio with 2 years of industry experience. Lopresti is an employee of Trek Financial. Throughout their career, Lopresti has worked at Bcj Capital Management, Medina Community Recreation Center and Student. Lopresti has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Ohio. Trek Financial is a company that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 30 locations and a total of 57 employees. It controls $2 billion in assets under management among its 9,873 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 9,873 accounts, just 9% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Trek Financial performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types billed by Trek Financial can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trek Financial Brokerage Details
$1,876,635,074
57
9,873
$190,077
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Anthony Lopresti Work History
Anthony has been registered as a financial advisor for 2 years.*
Bcj Capital Management
Medina Community Recreation Center
Student
*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 Lopresti 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 Trek Financial
Scottsdale, AZ
Vernal, UT
Heber City, UT
Middleton, WI
Scottsdale, AZ
Sandy, UT
Santa Rosa, CA
Scottsdale, AZ
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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