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Anthony Depasquale

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CRD#: 4545724
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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 Depasquale III, who also goes by Tony Depasquale III, was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 2002. Anthony had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tony Depasquale Iii

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.
I HOLD AN INSURANCE LICENSE THROUGH ELYSIEN INSURANCE IN THE STATE OF NEVADA FOR LIFE, HEALTH, ANNUITY, PROPERTY, AND CASUALTY LICENSES. I SPEND LESS THAN 8 HOURS PER WEEK ON THIS ACTIVITY. IT IS SECURITIES RELATED WHEN DEALING WITH VARIABLE ANNUITIES. I HAVE HELD THIS LICENSE SINCE 2002. I OWN FARMTABLE KITCHEN AND SPIRITS IN LAS VEGAS NEVADA, A RESTUARANT. I SPEND LESS THAN 10 HOURS PER WEEK ON THIS ACTIVITY. I HAVE OWNED THIS BUSINESS SINCE 2017.

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 16, 2009 - April 21, 2022

ELYSIEN PRIVATE WEALTH

RIA
CRD#: 151511
SOUTHLAKE, TX
Past

February 8, 2008 - October 30, 2009

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
HENDERSON, NV
Past

February 4, 2008 - October 30, 2009

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
HENDERSON, NV
Past

November 7, 2007 - February 13, 2008

QUEST CAPITAL STRATEGIES, INC.

RIA
CRD#: 16783
HENDERSON, NV
Past

October 31, 2005 - November 7, 2005

OSAIC SERVICES, INC.

RIA
CRD#: 133763
PHOENIX, AZ
Past

October 31, 2005 - November 7, 2005

OSAIC SERVICES, INC.

BD
CRD#: 133763
SCOTTSDALE, AZ
Past

October 28, 2005 - February 13, 2008

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
HENDERSON, NV
Past

June 2, 2005 - October 31, 2005

SUNAMERICA SECURITIES, INC.

RIA
CRD#: 20068
LAS VEGAS, NV
Past

May 23, 2005 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

April 13, 2004 - January 7, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LAS VEGAS, NV
Past

April 13, 2004 - January 7, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 16, 2002 - April 7, 2004

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, 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: 7/8/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


EP
ELYSIEN PRIVATE WEALTH
ELYSIEN PRIVATE WEALTH | FIRST CONSOLIDATED INVESTMENT MANAGEMENT INC

CRD#: 151511 / SEC#:

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Contact information


Main Address
705 Briarridge Road Suite 150, Southlake, TX 76092
Mailing Address
Phone number
(702) 799-9350
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts19
AUM (Assets Under Management)$ 5,643,785

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


ELYSIEN PRIVATE WEALTH

CRD#: 151511

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