Anthony M. Jasienski
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Anthony Michael Jasienski, who also goes by Tony Jasienski, Anthony Michael Jastenski, was a registered financial professional .
Anthony is a previously registered financial professional and started their career in finance in 2013. Anthony had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 15, 2022 - July 12, 2023
STEWART CAPITAL ADVISORS, LLC
December 1, 2017 - May 1, 2020
CETERA INVESTMENT ADVISERS LLC
November 30, 2017 - May 1, 2020
CETERA INVESTMENT SERVICES LLC
July 13, 2013 - December 17, 2015
PNC WEALTH MANAGEMENT LLC
July 13, 2013 - December 17, 2015
PNC WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STEWART CAPITAL ADVISORS, LLC
CRD#: 134012 / SEC#: 801-64212
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,090 |
| AUM (Assets Under Management) | $ 1,094,564,626 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/02/2024 | ||
| 07/26/2023 | ||
| 09/22/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
