AL

Anthony J. Landau

POPA FINANCIAL SERVICES
Pittsburgh, PA
Some features on this profile are disabled
CRD#: 2167824
AL

Professional summary


Anthony James Landau, who also goes by Tony Landau, is a registered financial advisor currently at POPA FINANCIAL SERVICES, INC. located in Pittsburgh, Pennsylvania.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Anthony has worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tony Landau

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.

CRS (Client Relationship Summary) - RIA


Click below to view Anthony James Landau'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

January 8, 2019 - Present

POPA FINANCIAL SERVICES, INC.

RIA
CRD#: 117219
Pittsburgh, PA
Past

July 16, 2015 - December 5, 2018

VENN WEALTH & BENEFIT SERVICES, LLC

RIA
CRD#: 129865
Pittsburgh, PA
Past

November 29, 2010 - May 29, 2015

DUNMOYLE CAPITAL ADVISORS, LLC

RIA
CRD#: 153667
PITTSBURGH, PA
Past

March 11, 2009 - March 31, 2010

BPU INVESTMENT MANAGEMENT INC.

RIA
CRD#: 17058
PITTSBURGH, PA
Past

February 9, 2006 - February 13, 2009

PARAGON WEALTH MANAGEMENT, LLC

RIA
CRD#: 139231
PITTSBURGH, PA
Past

April 17, 2003 - May 2, 2005

HERITAGE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 113886
TUCSON, AZ
Past

February 11, 2002 - May 15, 2003

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

April 7, 2000 - January 22, 2002

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

January 31, 1995 - April 6, 2000

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

January 20, 1994 - January 17, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 30, 1991 - December 9, 1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
(1/8/2019)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


PF
POPA FINANCIAL SERVICES, INC.
POPA & ASSOCIATES, PC, CPAS | POPA FINANCIAL SERVICES, INC.

CRD#: 117219 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (12/31/2002 Approved)
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Contact information


Main Address
Broughton Professional Building 105 Broughton Road 2nd Floor, Bethel Park, PA, 15102
Mailing Address
Phone number
(412) 854-1260
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts36
AUM (Assets Under Management)$ 10,615,946

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


POPA FINANCIAL SERVICES, INC.

CRD#: 117219Pittsburgh, PA

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