AM
Anthony W. Muhlenkamp
MUHLENKAMP & CO
WEXFORD, PA 15090
Some features on this profile are disabled
CRD#: 2507294
AM
Professional summary
Anthony William Muhlenkamp is a registered financial advisor currently at MUHLENKAMP & CO INC located in Wexford, Pennsylvania and QUASAR DISTRIBUTORS, LLC located in Wexford, Pennsylvania.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Anthony has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 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.
1.) Muhlenkamp & Company, Inc.; Wexford, PA; Investment related; Started 08/01/1992; Registered Investment Advisor; President; leadership, human resources, marketing, operations, client service, compliance; 200 hours per month with 0 hours during securities trading hours. 2.) Independent family resources group; Bradfordwoods, PA; Not investment related; Started 08/01/2020; Nonprofit; Treasurer; audit financial statements for small nonprofit prior to submission to accountant. 3.) Moses Properties Holdings LLC; Wexford, PA; Non-Investment Related; Started 1/1/2021; Rental Real Estate; President; Moses Properties Holdings LLC owns and rents a house in Lubbock, TX. Compensation is rental income. 5 hours per month with 0 hours during trading hours. 4.) Wetfield LLC; Investment Related; Wexford, PA; Real Estate/Natural Gas; 10% Owner; 1/17 Start Date; 0 hours per month, 0 during trading hours. 5) Verserity LLC; Non Investment Related; Bradfordwoods, PA; Consulting for non profits; Partner; Start Date 9/2023; 5 hours per month; advisory
CRS (Client Relationship Summary) - RIA
Click below to view Anthony William Muhlenkamp'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®
NoneExperience
Current
September 6, 2004 - Present
MUHLENKAMP & CO INC
Office #1: Muhlenkamp & Co., Inc. 5000 Stonewood Dr., Ste. 300, Wexford, PA 15090RIA
CRD#: 110787
WEXFORD, PA
Current
May 10, 2002 - Present
QUASAR DISTRIBUTORS, LLC
Office #1: 5000 Stonewood Drive Ste 300, Wexford, PA 15090BD
CRD#: 103848
Wexford, PA
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".
M&
MUHLENKAMP & CO INC
MUHLENKAMP & CO INC
CRD#: 110787 / SEC#: 801-16476
RIA
Registered Investment Advisory firm - (10/8/1981 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/17/2002)
RR
Alaska(5/17/2002)
RR
Arizona(5/17/2002)
RR
Arkansas(5/17/2002)
RR
California(5/17/2002)
RR
Colorado(5/10/2002)
RR
Connecticut(5/17/2002)
RR
Delaware(5/17/2002)
RR
District of Columbia(5/10/2002)
RR
Florida(5/10/2002)
RR
Georgia(5/17/2002)
RR
Hawaii(5/17/2002)
RR
Idaho(5/17/2002)
RR
Illinois(5/17/2002)
RR
Indiana(5/17/2002)
RR
Iowa(5/17/2002)
RR
Kansas(5/17/2002)
RR
Kentucky(5/17/2002)
RR
Louisiana(5/10/2002)
RR
Maine(5/10/2002)
RR
Maryland(5/10/2002)
RR
Massachusetts(5/17/2002)
RR
Michigan(5/17/2002)
RR
Minnesota(5/17/2002)
RR
Mississippi(5/17/2002)
RR
Missouri(5/17/2002)
RR
Montana(5/17/2002)
RR
Nebraska(5/17/2002)
RR
Nevada(5/17/2002)
RR
New Hampshire(5/17/2002)
RR
New Jersey(5/10/2002)
RR
New Mexico(5/17/2002)
RR
New York(5/17/2002)
RR
North Carolina(5/17/2002)
RR
North Dakota(5/17/2002)
RR
Ohio(5/10/2002)
RR
Oklahoma(5/17/2002)
RR
Oregon(5/17/2002)
RR
Pennsylvania(5/17/2002)
IAR
Pennsylvania(9/6/2004)
RR
Rhode Island(5/17/2002)
RR
South Carolina(5/17/2002)
RR
South Dakota(5/17/2002)
RR
Tennessee(5/17/2002)
RR
Texas(5/17/2002)
IAR
Texas(1/26/2007)
RR
Utah(5/17/2002)
RR
Vermont(5/10/2002)
RR
Virginia(5/17/2002)
RR
Washington(5/17/2002)
RR
West Virginia(5/17/2002)
RR
Wisconsin(5/17/2002)
RR
Wyoming(5/17/2002)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
M&
MUHLENKAMP & CO INC
MUHLENKAMP & CO INC
CRD#: 110787 / SEC#: 801-16476
RIA
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Contact information
Main Address
5000 Stonewood Drive Suite 300, Wexford, PA 15090-8395
Mailing Address
Phone number
(724) 935-5520
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 105 |
| AUM (Assets Under Management) | $ 415,187,589 |
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.
