How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Thomas

ADVISOR PROFILE

1. Independent Agent - Outside Fixed Business. 2. Thomas Anthony Insurance Services. Owner, healthcare and residuals from disability and fixed annuity and life insurance sales. Start date: November 2008. Located at: 463 Sherwood Dr., # 305, Sausalito CA 94965. Approx. 4 hours per month. Not investment-related.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Thomas Anthony Balistreri

Experience: 35 years / 10 firms

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