Anatoly T. Zuban
Professional summary
Anatoly Tony Zuban, who also goes by Anatolij Kalinowskij, is a registered financial advisor currently at A. TO Z. FINANCIAL CONSULTING AND WEALTH MANAGEMENT located in San Diego, California.
Anatoly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Anatoly has worked at 10 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anatoly Tony Zuban's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 5, 2014 - Present
A. TO Z. FINANCIAL CONSULTING AND WEALTH MANAGEMENT
June 11, 2003 - July 25, 2014
MISSIONSQUARE RETIREMENT
December 10, 1997 - July 25, 2014
MISSIONSQUARE INVESTMENT SERVICES
August 23, 1996 - December 3, 1997
WFP SECURITIES
June 9, 1994 - July 27, 1995
SPECTRUM SECURITIES, INC.
March 5, 1994 - May 11, 1994
DEL MAR FINANCIAL SERVICES, INCORPORATED
January 19, 1993 - February 24, 1994
MONTANO SECURITIES CORPORATION
May 16, 1991 - July 18, 1991
FIDELITY BROKERAGE SERVICES LLC
January 31, 1989 - December 21, 1989
PRUDENTIAL EQUITY GROUP, LLC
May 21, 1987 - February 16, 1989
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/5/2014)
Exams
Current Firm
A. TO Z. FINANCIAL CONSULTING AND WEALTH MANAGEMENT
CRD#: 172485 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 1,917,849 |
Red Flags
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