George A. Antonak

THRIFT FINANCIAL

Newtown, PA 18940

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CRD#: 1768800

Professional summary

George Anthony Antonak is a registered financial advisor currently at THRIFT FINANCIAL, INC. located in Newtown, Pennsylvania.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. George has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Anthony Antonak's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 15, 2021 - Present

THRIFT FINANCIAL, INC.

Office #1: 12 Penns Trail Suite 104, Newtown, PA 18940

RIA

CRD#: 314917

Newtown, PA

Past

January 29, 2018 - April 8, 2021

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

NEW YORK, NY

Past

December 9, 2010 - January 18, 2018

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

June 21, 2000 - October 16, 2006

FAM DISTRIBUTORS, INC.

CRD#: 4100

NEW YORK, NY

Past

February 1, 1995 - May 25, 2000

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

August 24, 1988 - February 1, 1995

KEMPER FINANCIAL SERVICES, INC.

CRD#: 798

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/7/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/13/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/9/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/9/2024

General Securities Principal Examination

Current Firm

THRIFT FINANCIAL, INC.

CRD#: 314917 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (7/15/2021 Approved)

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Contact information

Main Address

12 Penns Trail Suite 104, Newtown, PA 18940

Mailing Address

Phone number

(215) 234-3074

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	32
AUM (Assets Under Management)	$ 36,326,939

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

George A. Antonak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Anthony Antonak's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRANKLIN DISTRIBUTORS, LLC

QUASAR DISTRIBUTORS, LLC

FAM DISTRIBUTORS, INC.

DWS DISTRIBUTORS, INC.

KEMPER FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/2021

Series 63

Date: 2/13/2015

Series 7TO

Date: 2/9/2024

SIE

Date: 10/1/2018

Series 7

Date: 12/19/1987

Series 24

Date: 2/9/2024

Current Firm

THRIFT FINANCIAL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THRIFT FINANCIAL, INC.

TRUST BUT VERIFY

Contact information

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