Anthony Bunnell
Professional Summary
Anthony Bunnell, who also goes by Anthony E Bunnell, Anthony Edward Bunnell, was a registered financial advisor. Anthony was a previously registered financial professional and started their career in finance 2000 - 2023. Anthony had worked at 10 firms and has passed the Series 65, Series 66, SIE, Series 31, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Anthony E Bunnell, Anthony Edward Bunnell
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
AFS SECURITIES, LLC | INSURANCE SERVICES BY AFS
Contact Information
Established
Massachusetts since 04/02/2014Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERICAN FINANCIAL SYSTEMS, INC. | OWNER | — |
| ADRIEN, JACQUES C | CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER | 2996942 |
| BENDER, STEVEN CHRISTOPHER | FINOP | 2650187 |
| BUNNELL, ANTHONY | CHIEF EXECUTIVE OFFICER, CHAIRMAN, BOARD OF MANAGERS | 4197371 |
| GIVENS, WILLIAM | CHIEF COMPLIANCE OFFICER | 2790454 |
| JOHNSON, DANIEL ROYCE | PRESIDENT, DESIGNATED RESPONSIBLE PRODUCER | 1225931 |
| MCDONALD, BRIAN THOMAS | BOARD OF MANAGERS | 2281813 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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