Anthony D. Bagneschi
Professional summary
Anthony Dean Bagneschi, CFP®, who also goes by Anthony D Bagneschi, Anthony Dean Bagneschi, Tony Bagneschi, Anthony D Bagnieski, Anthony Bagnieski, Tony Bagnieski, Anthony D. Bagneschi, Anthony Bagneschi, is a registered financial advisor currently at MAINSTAY CAPITAL MANAGEMENT, LLC located in Grand Blanc, Michigan.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Anthony has worked at 12 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Dean Bagneschi's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
February 20, 2026 - Present
MAINSTAY CAPITAL MANAGEMENT, LLC
Office #1: 10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439December 2, 2024 - January 16, 2026
MDRN CAPITAL
January 12, 2022 - May 29, 2024
CG ADVISORY SERVICES
December 3, 2018 - January 3, 2022
SPC
December 3, 2018 - January 3, 2022
PARKLAND SECURITIES, LLC
May 8, 2018 - November 7, 2018
PLANMEMBER SECURITIES CORPORATION
April 25, 2018 - November 7, 2018
PLANMEMBER SECURITIES CORPORATION
January 28, 2015 - February 28, 2018
EPI FINANCIAL GROUP
July 14, 2014 - January 20, 2015
EPI ADVISORS LLC
October 11, 2013 - April 4, 2014
J.P. MORGAN SECURITIES LLC
May 6, 2013 - August 9, 2013
FB EQUITY SALES CORPORATION OF MICHIGAN
November 17, 2011 - July 16, 2012
FARMERS FINANCIAL SOLUTIONS, LLC
January 9, 2002 - July 22, 2005
HANTZ FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
MAINSTAY CAPITAL MANAGEMENT, LLC
CRD#: 109528 / SEC#: 801-58099
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/20/2026)
Exams
Series 7TO
Date: 2/10/2024
General Securities Representative ExaminationCurrent Firm
MAINSTAY CAPITAL MANAGEMENT, LLC
CRD#: 109528 / SEC#: 801-58099
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,587 |
| AUM (Assets Under Management) | $ 4,802,375,480 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2026 | ||
| 12/20/2024 | ||
| 10/23/2023 |
Red Flags
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