Anthony J. Dzielski

TREASURE COAST FINANCIAL PLANNING

Vero Beach, FL 32963

Some features on this profile are disabled

CRD#: 5050321

Professional summary

Anthony John Dzielski JR, CFP®, who also goes by Anthony John Dzielski, is a registered financial advisor currently at TREASURE COAST FINANCIAL PLANNING, INC. located in Vero Beach, Florida.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Anthony has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Tax Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Anthony John Dzielski

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony John Dzielski JR's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

April 29, 2013 - Present

TREASURE COAST FINANCIAL PLANNING, INC.

Office #1: 545 Beachland Blvd, Vero Beach, FL 32963

RIA

CRD#: 166684

Vero Beach, FL

Past

June 17, 2008 - May 7, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

VERO BEACH, FL

Past

June 11, 2008 - May 7, 2013

LPL FINANCIAL LLC

CRD#: 6413

VERO BEACH, FL

Past

August 8, 2007 - May 21, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

ST PETERSBURG, FL

Past

July 13, 2007 - May 21, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST PETERSBURG, FL

Past

January 6, 2006 - May 21, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

TAMPA, FL

Past

December 8, 2005 - May 21, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

TAMPA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TREASURE COAST FINANCIAL PLANNING, INC.

CRD#: 166684 / SEC#: 801-77753

RIA

Registered Investment Advisory firm - (3/26/2013 Approved)

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

Florida
(4/29/2013)

IAR

Texas
(12/17/2021)

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

State Security Law Exam

IAR

Series 66

Date: 1/4/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/7/2005

General Securities Representative Examination

Current Firm

TREASURE COAST FINANCIAL PLANNING, INC.

CRD#: 166684 / SEC#: 801-77753

RIA

Registered Investment Advisory firm - (3/26/2013 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

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

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

Contact information

Main Address

545 Beachland Blvd, Vero Beach, FL 32963

Mailing Address

Phone number

(772) 231-1422

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TREASURE COAST FINANCIAL PLANNING 2025 REVISED REVISED FORM ADV PART 2A/2B (9/18/2025)

Regulatory assets under management

Total Number of Accounts	641
AUM (Assets Under Management)	$ 206,877,327

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Quinn Carranza

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Joe-ben O'banion

TITLEIST ASSET MANAGEMENT, LLC

IAR

SAN ANTONIO, TX

Russell Thornton

WEALTHCARE CAPITAL MANAGEMENT LLC

IAR

ATLANTA, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Anthony J. Dzielski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony John Dzielski JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TREASURE COAST FINANCIAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/4/2006

Series 7

Date: 12/7/2005

Current Firm

TREASURE COAST FINANCIAL PLANNING, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TREASURE COAST FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

Contact information

Similar Advisors