Anthony
Al Nasser

Diversify Advisory Services, LLC

CRD#6547956
Investment Advisor
in Sandy, UT

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About this Advisor

Anthony Al Nasser is a financial advisor based in Sandy, Utah, working with Diversify Advisory Services, LLC. Anthony has previously held positions at Global Wealth Partners, Depaul, University Of Miami (Fl), and Dfpg Investments, Inc. Anthony has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Anthony is part of Diversify Advisory Services, LLC, which operates out of Sandy, Utah. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Diversify Advisory Services, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

9017 S Riverside Dr. Suite 210
Sandy, UT 84070

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Diversify Advisory Services, LLC Brokerage Details

Total Assets Under Management

$2,872,027,172

UT Average: $693,624,108
Total Number of Employees

156

UT Average: 12
Total Number of Accounts

13,027

UT Average: 1,115
Average Account Size

$220,467

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Anthony Al Nasser Work History

2019 - Present (5 years)

Dfpg Investments, Inc

2016 - Present (8 years)

Global Wealth Partners

2015 - 2016 (1 year)

Depaul

2015 - 2016 (1 year)

Global Wealth Partners

2013 - 2015 (2 years)

University Of Miami (Fl)

Disclosures

Please visit the SEC profile of Anthony Al Nasser 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 Diversify Advisory Services, LLC

Hyung Kim
Los Angeles, CA
Wayne Clark
Sandy, UT
Colton Jensen
Sandy, UT
Kye Moser
Sandy, UT
Dorian Grady
Sandy, UT
Tyler Fagergren
Sandy, UT
David Wrigley
Sandy, UT
Troy Wada
Pittsburgh, PA

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.

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