Anthony J. Minko

MINKO WEALTH

Brooklyn, NY

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CRD#: 6390320

Professional summary

Anthony James Minko, who also goes by Anthony J Minko, is a registered financial advisor currently at MINKO WEALTH located in Brooklyn, New York.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Anthony has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony J Minko

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.

Anthony James Minko is a lawyer. From time to time, he will offer clients advice or products from this activity. Minko Wealth always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Minko Wealth in their capacity as a lawyer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony James Minko'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®

None

Experience

Current

August 16, 2021 - Present

MINKO WEALTH

RIA

CRD#: 170886

Brooklyn, NY

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

New York
(8/16/2021)

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 65

Date: 9/21/2013

Uniform Investment Adviser Law Examination

Current Firm

MINKO WEALTH

MINKO WEALTH | WEALTH COACH, LLC | WEALTH COACH LLC

CRD#: 170886 / SEC#:

New York

Registered Investment Advisory firm - (10/15/2014 Approved)

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Contact information

Main Address

Brooklyn, NY

Mailing Address

Phone number

(718) 748-1700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	431
AUM (Assets Under Management)	$ 117,052,651

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.

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Anthony J. Minko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony James Minko's CRS (Customer Relationship Summary).

Certified licenses

Experience

MINKO WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2013

Current Firm

MINKO WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MINKO WEALTH

TRUST BUT VERIFY

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