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Anthony Bunnell

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CRD#: 4197371
AB

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 Bunnell, who also goes by Anthony E Bunnell, Anthony Edward Bunnell, was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 2000. Anthony had worked at 10 firms and has passed the Series 65, Series 66, SIE, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony E Bunnell | Anthony Edward Bunnell

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.
*451114 - SRI; Investment related - No; Windsor, Connecticut; Insurance; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2020; During business hours: 0; After business hours: 1; Contributions to intellectual discussions *501007 - B cubed; Investment related: No; Austin, Texas; Technology; Investor, Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 4; Administrative *506001 - HBA Holdings, LLC; Investment related: Yes; Austin, Texas; Holding Company; Other (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 1;

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 12, 2022 - November 14, 2023

AFS SECURITIES, LLC

BD
CRD#: 171819
Austin, TX
Past

November 20, 2019 - May 29, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Austin, TX
Past

November 20, 2019 - May 29, 2024

MORGAN STANLEY

BD
CRD#: 149777
Austin, TX
Past

January 9, 2017 - September 9, 2019

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

May 21, 2015 - December 31, 2017

HONEST DOLLAR

RIA
CRD#: 175013
AUSTIN, TX
Past

June 20, 2014 - February 10, 2015

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

March 31, 2011 - May 22, 2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
DALLAS, TX
Past

January 9, 2008 - December 4, 2009

MMC SECURITIES LLC

RIA
CRD#: 103846
DALLAS, TX
Past

August 17, 2007 - December 4, 2009

MMC SECURITIES LLC

BD
CRD#: 103846
DALLAS, TX
Past

December 6, 2004 - July 23, 2007

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

April 12, 2004 - December 3, 2004

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

RIA
CRD#: 40596
HARTFORD, CT
Past

April 12, 2004 - December 6, 2004

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

BD
CRD#: 40596
HARTFORD, CT
Past

April 3, 2002 - March 27, 2003

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

RIA
CRD#: 40596
HARTFORD, CT
Past

April 3, 2002 - March 27, 2003

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

BD
CRD#: 40596
HARTFORD, CT
Past

June 26, 2000 - January 22, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/21/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/3/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 8/10/2000
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AS
AFS SECURITIES, LLC
AFS SECURITIES, LLC | INSURANCE SERVICES BY AFS

CRD#: 171819 / SEC#: , 8-69483

BD
Terminated by SEC on 11/17/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 04/02/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AMERICAN FINANCIAL SYSTEMS, INC.OWNER
ADRIEN, JACQUES CCHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER2996942
BENDER, STEVEN CHRISTOPHERFINOP2650187
BUNNELL, ANTHONYCHIEF EXECUTIVE OFFICER, CHAIRMAN, BOARD OF MANAGERS4197371
GIVENS, WILLIAMCHIEF COMPLIANCE OFFICER2790454
JOHNSON, DANIEL ROYCEPRESIDENT, DESIGNATED RESPONSIBLE PRODUCER1225931
MCDONALD, BRIAN THOMASBOARD OF MANAGERS2281813

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.

Company Information


AFS SECURITIES, LLC

CRD#: 171819

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