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AS

Antonio D. Sankey

ADS WEALTH MANAGEMENT LLC
Hoover, AL 35244
Some features on this profile are disabled
CRD#: 4344968
AS

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.

top-8-questions

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.
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

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Antonio Dewayne Sankey'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®
ChFC®

Experience


Current

October 29, 2019 - Present

ADS WEALTH MANAGEMENT LLC

Office #1: 3000 Riverchase Galleria Suite 950, Hoover, AL 35244
RIA
CRD#: 305021
Hoover, AL
Past

June 20, 2019 - July 10, 2019

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
SCHAUMBURG, IL
Past

July 28, 2017 - June 20, 2019

TRIUMPH WEALTH ADVISORS, INC.

RIA
CRD#: 153175
Hoover, AL
Past

July 13, 2017 - June 20, 2019

TAYLOR CAPITAL MANAGEMENT INC.

BD
CRD#: 43559
Hoover, AL
Past

August 8, 2003 - July 19, 2017

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
HOOVER, AL
Past

August 24, 2001 - July 19, 2017

NYLIFE SECURITIES LLC

BD
CRD#: 5167
HOOVER, AL

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.

Highlighted states indicate IAR registrations

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)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/5/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AW
ADS WEALTH MANAGEMENT LLC
ADS WEALTH MANAGEMENT LLC

CRD#: 305021 / SEC#:

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


Main Address
3000 Riverchase Galleria Suite 950, Hoover, AL 35244
Mailing Address
Phone number
(205) 444-4996
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts22
AUM (Assets Under Management)$ 5,532,943

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


ADS WEALTH MANAGEMENT LLC

CRD#: 305021Hoover, AL 35244

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