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Antonio Dewayne Sankey

ChFC®, CLU®
ADS WEALTH MANAGEMENT
Hoover, AL
·CRD# 4344968·25 years experience

Professional Summary

Antonio Dewayne Sankey, ChFC®, CLU® is a registered financial advisor currently at ADS WEALTH MANAGEMENT LLC located in Hoover, Alabama. Antonio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Antonio has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Credentials

ChFC®
Chartered Financial Consultant
CLU®
Chartered Life Underwriter

Years of Experience

25 years in the financial services industry

Current & Past Employments

ADS WEALTH MANAGEMENT LLC·CRD# 305021
RIA
3000 Riverchase Galleria Suite 950, Hoover, AL 35244
October 29, 2019 - Present
WORLD EQUITY GROUP, INC.·CRD# 29087
BD
Schaumburg, IL
June 20, 2019 - July 10, 2019
TRIUMPH WEALTH ADVISORS, INC.·CRD# 153175
RIA
Hoover, AL
July 28, 2017 - June 20, 2019
TAYLOR CAPITAL MANAGEMENT INC.·CRD# 43559
BD
Hoover, AL
July 13, 2017 - June 20, 2019
EAGLE STRATEGIES LLC·CRD# 110826
RIA
Hoover, AL
August 8, 2003 - July 19, 2017
NYLIFE SECURITIES LLC·CRD# 5167
BD
Hoover, AL
August 24, 2001 - July 19, 2017

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Current Firm

AW
ADS WEALTH MANAGEMENT LLC

ADS WEALTH MANAGEMENT LLC

CRD#: 305021
Alabama
Registered Investment Advisory firm - Alabama (10/29/2019 Approved)
Florida
Registered Investment Advisory firm - Florida (1/24/2022 Approved)
Georgia
Registered Investment Advisory firm - Georgia (4/13/2022 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (9/14/2020 Approved)
Texas
Registered Investment Advisory firm - Texas (8/25/2020 Conditional Restricted)

Contact Information

Main Address

3000 Riverchase Galleria Suite 950, Hoover, AL 35244

Phone Number

(205) 444-4996

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

56

AUM (Assets Under Management)

$15,400,000

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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.

ANTONIO D. SANKEY & ASSOCIATES, LLC; INSURANCE BROKERING; COMMENCED 9/2016; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING INSURANCE PRODUCTS; OWNER; 3000 RIVERCHASE GALLERIA, SUITE 950, HOOVER, AL 35244; APPROXIMATELY 80 HOURS A MONTH; APPROXIMATELY 80 HOURS A MONTH DURING TRADING HOURS

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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.
IAR
Alabama
(10/29/2019)
IAR
Florida
(1/24/2022)
IAR
Georgia
(4/13/2022)
IAR
Louisiana
(9/14/2020)
IAR
Texas
(8/25/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2003About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2001About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2002About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2001About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Antonio Dewayne Sankey's CRS (Customer Relationship Summary).

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