Anthony P. Deszily
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Anthony Peter Deszily, CFP®, who also goes by Tony Deszily, was a registered financial professional .
Anthony is a previously registered financial professional and started their career in finance in 1996. Anthony had worked at 3 firms and has passed the Series 63, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2003
Experience
October 11, 2004 - June 6, 2025
DESTINATION WEALTH MANAGEMENT
July 8, 1997 - October 5, 2004
CHARLES SCHWAB & CO., INC.
July 7, 1997 - October 5, 2004
CHARLES SCHWAB & CO., INC.
April 26, 1996 - April 2, 1997
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,732 |
| AUM (Assets Under Management) | $ 4,145,050,618 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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