Anthony S. Waskiewicz

IOR

Clayton, MO 63105

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CRD#: 2149426

Professional summary

Anthony Stanley Waskiewicz JR, who also goes by Tony Waskiewicz, is a registered financial advisor currently at IOR located in Clayton, Missouri and ALLOCATOR SOLUTIONS, LLC located in St Louis, Missouri.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Anthony has worked at 8 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tony Waskiewicz

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.

ACTIVITY - ST. LOUIS COUNTY RETREMENT BOARD - 41 SOUTH CENTRAL AVE. CLAYTON, MO 63105; POSITION - BOARD MEMBER; DUTIES - VOTE ON MATTERS INVOLVING THE COUNTY PENSION PLAN INCLUDING RECOMMENDATIONS MADE BY THE COUNTY PENSION PLAN INVESTMENT CONSULTANT; INVESTMENT RELATED - NO; STARTED - APRIL 2023; APPROXIMATE HOURS DEDICATED TO THIS ACTIVITY - 1 TO 2 A MONTH; APPROXIMATE HOURS DEDICATED TO THIS ACTIVITY DURING TRADING HOURS - 1 TO 2 A MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Stanley Waskiewicz JR's CRS (Customer Relationship Summary).

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

January 14, 2021 - Present

IOR

Office #1: 8301 Maryland Ave Suite 300, Clayton, MO 63105

RIA

CRD#: 311647

Clayton, MO

Current

July 8, 2025 - Present

ALLOCATOR SOLUTIONS, LLC

Office #1: 8301 Maryland Ave, Suite 300, St Louis, MO 63105

RIA

CRD#: 337300

ST LOUIS, MO

Past

March 27, 2007 - November 27, 2007

HIGHLINE WEALTH MANAGEMENT, LLC

RIA

CRD#: 142542

BETHESDA, MD

Past

November 18, 2006 - April 11, 2007

MELTZER WEALTH MANAGEMENT

RIA

CRD#: 121018

BETHESDA, MD

Past

June 21, 2002 - February 16, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BETHESDA, MD

Past

June 19, 2002 - February 16, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 17, 1999 - June 20, 2002

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

December 19, 1995 - July 22, 1997

MARSH & MCLENNAN SECURITIES CORPORATION

CRD#: 556

NEW YORK, NY

Past

August 29, 1991 - April 20, 1995

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLOCATOR SOLUTIONS, LLC

CRD#: 337300 / SEC#: 801-133802

RIA

Registered Investment Advisory firm - (7/8/2025 Approved)

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

Missouri
(1/14/2021)

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: 8/21/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/22/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 11/26/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/7/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/28/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/1/2007

General Securities Principal Examination

Current Firm

ALLOCATOR SOLUTIONS, LLC

CRD#: 337300 / SEC#: 801-133802

RIA

Registered Investment Advisory firm - (7/8/2025 Approved)

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Contact information

Main Address

8301 Maryland Ave, Suite 300, St Louis, MO 63105

Mailing Address

Phone number

(314) 882-9442

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASL ADV 2A (9/17/2025)

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 277,191,456

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.

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Advisor Monitoring

Firm Stability Insights

Anthony S. Waskiewicz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Stanley Waskiewicz JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLOCATOR SOLUTIONS, LLC

HIGHLINE WEALTH MANAGEMENT, LLC

MELTZER WEALTH MANAGEMENT

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

MARSH & MCLENNAN SECURITIES CORPORATION

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ALLOCATOR SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2002

Series 63

Date: 11/22/1991

Series 31

Date: 11/26/2002

Series 7

Date: 6/7/1993

Series 6

Date: 8/28/1991

Series 24

Date: 2/1/2007

Current Firm

ALLOCATOR SOLUTIONS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLOCATOR SOLUTIONS, LLC

TRUST BUT VERIFY

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