Antonio D. Sankey

ADS WEALTH MANAGEMENT

Hoover, AL 35244

Some features on this profile are disabled

CRD#: 4344968

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

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^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

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.

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.

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

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)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 8/5/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 4/24/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 11/21/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 8/23/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	56
AUM (Assets Under Management)	$ 15,400,000

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.

Similar Advisors

Lucas Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Woodland, CA

Ronald Brown

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

NEW YORK, NY

George Mauser

ATLAS INVESTMENT ADVISORS

IAR

ALPHARETTA, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Antonio D. Sankey

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WORLD EQUITY GROUP, INC.

TRIUMPH WEALTH ADVISORS, INC.

TAYLOR CAPITAL MANAGEMENT INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 8/5/2003

Series 63

Passed: 4/24/2001

SIE

Passed: 10/1/2018

Series 7

Passed: 11/21/2002

Series 6

Passed: 8/23/2001

Current Firm

ADS WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors